Beaumont Asset Management, LLC fees
Financial planner in Beaumont, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Beaumont Asset Management, LLC (Beaumont, TX) charges a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Texas median is $4,500.
“We charge a fixed fee ranging up to $5,000 for financial planning and consulting services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- 4 employees
How Beaumont Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We may charge fees either monthly in arrears or quarterly in arrears depending on the client account.”
- “In all instances the client agreement will evidence the terms of relationship, including when fees are due and payable.”
- “Fees for the initial month or quarter will be adjusted pro-rata based upon the number of calendar days in the respective calendar month or quarter that the Agreement goes into effect.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 210
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $365 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 26, 2026
- CRD number
- 150407 (opens in new tab)
- Phone
- (409) 899-9569
More planners in Texas that publish fees
- Forthright Financial ServicesWeatherfordHourly $250/hr, Flat $500-$10,000
- Bespoke Capital Advisors, Inc.AustinHourly $250/hr
- Trinvest Advisors, LLCVolenteFlat $200-$1,000
- Chambers Financial ConsultingSonoraHourly $300/hr, Flat $500-$10,000
- Earls FinancialLindaleFlat $500-$25,000
- Marienplatz Wealth Management LLCPlanoHourly $650/hr, Annual from $5,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.