Best Invest fees and pricing
Financial planner in San Antonio, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Best Invest charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“We charge an hourly fee of $250 per hour for financial planning and consulting services, which may be negotiable depending upon the nature and complexity of the client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Best Invest’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.
- 8 of the 24 other planners in San Antonio that publish an hourly rate charge less.
About Best Invest
“We provide management services to individuals, high net worth individuals, small businesses, corporations, and retirement plan sponsors. Best Invest offers asset management, financial planning, and consulting services, with an emphasis on building portfolios designed to meet the needs of our clients.”
- Firm size: 4 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 651
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $296,378,147
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297599
- Phone
- (210) 888-2820
Can advise clients in 5 states: Arizona, Colorado, Florida, North Carolina, Texas
Other planners in San Antonio that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- Avora Wealth LLCSan Antonio$3,200, $2,500/yr
- B365investSan Antonio$350
- Boynton Financial LLCSan Antonio$150/hr, $300-$1,000
- Carr Consulting P.A.San Antonio$200-$600
- Chris Reddick Financial PlanningSan Antonio$250/hr, $3,000
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.