Black Barn Financial, LLC fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 2, 2026, Black Barn Financial, LLC charges $500 an hour and a monthly fee of $850 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial Planning and Consulting Fee Schedule Hourly Consulting Fee Monthly Retainer Fee $500 per hour $850 per month FEE BILLING & PAYMENT Our asset management fees are annual fees and may be negotiable.”
- Monthly fee
- $850/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Black Barn Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset management fees are paid quarterly in advance.”
- “The retainer fee will be paid one month in advance.”
- “We will not require a fee of $500 or more to be paid 6 months or more in advance.”
How Black Barn Financial, LLC’s fees compare
- Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
- 46 of the 57 other planners in Austin that publish an hourly rate charge less.
About Black Barn Financial, LLC
“We provide various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives.”
- Firm size: 6 employees.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
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
- 1.5% a year
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 152
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services
- Assets managed
- $164,560,544
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170885
- Phone
- (512) 368-9179
Can advise clients in 3 states: California, Illinois, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.