Beta Financial Advisors fees
Financial planner in San Angelo, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Beta Financial Advisors (San Angelo, TX) charges a monthly fee of $150-$400 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change.
- Monthly fee
- $150-
$400/mo “Fees are paid monthly in arrears, ranging from $150 to $400 per month.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Beta Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Beta Financial Advisors
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 23, 2026
- CRD number
- 342712 (opens in new tab)
- Phone
- (903) 767-6835
Other planners in San Angelo that publish fees
- Circadia Financial PlanningSan AngeloHourly $250/hr, Flat $250-$3,000
More planners in Texas that publish fees
- WiseOwl Capital, LLCThe WoodlandsHourly $200/hr, Flat $500-$5,000
- Austerra Wealth Management LLCDallasHourly $300-$500/hr, Flat $10,500-$28,500
- Ankerstar Wealth, LLCLeanderFlat $1,500
- Rockwall Wealth AdvisorsRockwallHourly $250/hr, Flat $1,000-$10,000
- Perceptive Wealth Advisors LLCHoustonHourly up to $500/hr, Flat $1,000-$10,000
- Lifetime Financial Planners LLCSan AntonioFlat $1,000-$10,000, Monthly $417-$2,500/mo
Is something on this page wrong or out of date?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.