Blue Ladder Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,250

“Services are offered based on a flat fee between $500-$1,250.”

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

How Blue Ladder Financial Planning, LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “New investments made during the quarter will be assessed and billed for the remainder of the quarter.”
• “The Client must consent in advance to direct debiting of their investment account.”

How Blue Ladder Financial Planning, LLC’s fees compare

• Its flat or project fee of $500-$1,250 is below the Texas median of $3,850. 7% of the 401 other Texas planners that publish a flat or project fee charge less.

About Blue Ladder Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319431

Website

blueladderfp.com (opens in new tab)

Phone

(817) 201-6840

Other planners in Texas that publish fees

• 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
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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