Braxton Financial Group, LLC fees and pricing
Financial planner in Frisco, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Braxton Financial Group, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“We will charge an hourly fee of $200 or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances We require a deposit of 50% of the estimated cost of the plan or consulting services up front with the balance due upon delivery of the plan of competition of…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Braxton Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management Fee Schedule Fees are charged monthly, in arrears.”
- “Additionally, BFG will send to the Client an invoice reflecting the amount of the fee.”
- “In the event the Agreement is terminatedany fees that are due, but have not been paid, will be billed to the Client and are due immediately.”
How Braxton Financial Group, LLC’s fees compare
- Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
- 2 of the 10 other planners in Frisco that publish an hourly rate charge less.
About Braxton Financial Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
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
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $35,892
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292903
- Phone
- (888) 248-9074
Other planners in Frisco that publish fees
- Comprehensive Financial Planning for Doctors, LLCFrisco$4,000-$6,000/yr
- Edk AdvisoryFrisco$200/hr, $500-$5,000
- Fortress Estate Solutions, PLLCFrisco$475/hr, $75/mo
- Halal AlphaFrisco$500-$1,000/hr, $500/yr
- J I Medina Investments, LLCFrisco$149-$250/hr, $350
- Kingstone Capital Partners Texas, LLCFrisco$250-$350/hr, $500-$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.