Beyond Balanced Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event a client terminates services prior to the completion of an initial 12-month engagement period, BBFP reserves the right to calculate fees based on the actual time spent providing services at a rate of $250 per hour.”

Annual fee

$3,500⁠-⁠$20,000/yr

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee ranging between $3,500 - $20,000 per year based on the complexity of the engagement and the estimated time required to develop, implement, and monitor the client’s financial plan.”

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

How Beyond Balanced Financial Planning, LLC bills

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

• “Fees are negotiable and are paid monthly or quarterly in arrears for services rendered.”
• “For assets exceeding $250,000, Investment Management Services will be applied to the excess balance and billed separately in accordance with the fee schedule outlined below.”
• “This is outlined in the Client Advisory Agreement and Clients will be notified of any such increase in advance.”

How Beyond Balanced Financial Planning, LLC’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.
• None of the 2 other planners in Midland that publish an hourly rate charge less.
• Its annual fee of $3,500-$20,000 spans the Texas median of $6,000. 77% of the 106 other Texas planners that publish an annual fee charge less.

About Beyond Balanced Financial Planning, LLC

• Principal: Crystal Rau
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

55

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$27,319,842

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290690

Website

beyondbalancedfinancial.com (opens in new tab)

Phone

(432) 219-8050

Other planners in Midland that publish fees

• Redemption CapitalMidland$500/hr
• Trinchera Investments, LLCMidland$300/hr, $2,000⁠-⁠$10,000
• 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

Compare all 5 planners in Midland