Belonging Wealth Management fees and pricing
Financial planner in Longview, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, Belonging Wealth Management charges $250 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Hourly clients pay a rate of $250 per hour.”
- Flat or project fee
- $10,000
“One-time planning clients will pay a flat fee not to exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Belonging Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account. *In rare cases, we will agree to direct bill clients.”
How Belonging Wealth Management’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
About Belonging Wealth Management
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 18
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $10,834,131
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292974
- Phone
- (903) 471-0624
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
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.