Brazos Wealth Advisors LLC fees
Financial planner in Fort Worth, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Brazos Wealth Advisors LLC (Fort Worth, TX) charges up to $500 an hour and a flat or project fee of up to $20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Texas median is $250.
“Clients who engage us for hourly planning will be charged up to $500 per hour.”
- Flat or project fee
- Up to $20,000
Can go up to $20,000; the Texas median is $4,500.
“We charge an annual fixed fee for financial planning and consulting services that may range up to $20,000.”
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
- Team size
- 3 employees
How Brazos Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are typically billed in advance on a monthly or quarterly basis and may be prorated if services begin or end in the middle of a billing cycle.”
- “If fees are invoiced directly, BWA will send the client an itemized invoice at the time of billing.”
- “The specific fees payable by the Client, as well as the terms and schedule for payment, will be memorialized in an agreement between BWA and the Client.”
About Brazos Wealth Advisors LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 145
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $184 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 16, 2026
- CRD number
- 323508 (opens in new tab)
- Phone
- (682) 350-1055
Other planners in Fort Worth that publish fees
- Aspen Wealth Management, LLCFort WorthHourly $300/hr, Flat from $4,500
- Shelton Wealth Management, LLCFort WorthHourly up to $400/hr, Annual up to $20,000/yr
- JOS PlanningFort WorthFlat $250-$12,500, Monthly $300-$784/mo
- The Dedicated DollarFort WorthHourly $450/hr, Monthly $450/mo
- Fleming WealthFort WorthFlat $1,000-$5,000, Monthly $100-$500/mo
- Waymaker Financial PlanningFort WorthHourly $300/hr, Flat $900-$7,200
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.