Bentoak Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“These fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis and/or from $50 to $300 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$500⁠-⁠$20,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bentoak Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Advisory Agreement and GWAG generally requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
• “The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by GWAG on the last day of the previous billing period.”

How Bentoak Capital’s fees compare

• Its hourly rate of $50-$300 spans the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Weatherford that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Texas median of $3,850. 83% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Weatherford that publish a flat or project fee charge less.

About Bentoak Capital

• Firm size: 20 employees.
• Registered as an adviser: 2014 (12 years).

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

1.35% a year

Clients

774

Employees

20

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, selecting other advisers, and educational seminars and workshops

Assets managed

$969,768,698

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173563

Website

bentoakcapital.com (opens in new tab)

Phone

(817) 550-6750

Can advise clients in 4 states: Arkansas, Florida, New Mexico, Texas

Other planners in Weatherford that publish fees

• Exponential Advisors LLCWeatherford$5,000
• Forthright Financial ServicesWeatherford$250/hr, $500⁠-⁠$10,000
• Hamrick Financial, LLCWeatherford$200/hr
• Stevenson Advisory Services & InvestmentsWeatherford$150/hr

Compare all 5 planners in Weatherford