Benzer Capital fees and pricing
Financial planner in Missouri City, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Benzer Capital charges $950 an hour and a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $950/hr
“Our hourly rate is $950 and our fixed fee ranges from $1,000 - $100,000.”
- Flat or project fee
- $1,000-$100,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Benzer Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual portfolio management fee is billed and payable quarterly in arrears based on the average value of your account during the quarter or billing period.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, and the specific way the fee was calculated.”
How Benzer Capital’s fees compare
- Its hourly rate of $950 is above the Texas median of $275. 99% of the 468 other Texas planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Missouri City that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$100,000 spans the Texas median of $3,850. 98% of the 401 other Texas planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Missouri City that publish a flat or project fee charge less.
About Benzer Capital
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
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
- 3% a year
- Clients
- 87
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $102,548,913
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175286
- Phone
- (713) 979-2300
Other planners in Missouri City that publish fees
- Fogarty Wealth Management, Inc.Missouri City$350/hr, $1,000-$10,000
- Folse FinancialMissouri City$400/hr
- Icon ImperialMissouri City$150-$350/hr, $700-$5,000
- Increase Consultants LLCMissouri City$350/hr, $500-$1,500
- Potentia Wealth Advisors LLCMissouri City$1,000-$10,000, $1,000-$5,000/qtr
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.