Brexton Family Financial, LLC fees
Financial planner in Grapevine, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Brexton Family Financial, LLC (Grapevine, TX) charges an annual fee of $5,000-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Annual fee
- $5,000-
$50,000/yr Runs from below the Texas median of $7,750 to above it.
“Comprehensive Wealth Management Services Fee Schedule Annual Fee $5,000 - $50,000 FEE BILLING & PAYMENT Our comprehensive wealth management fees are annual fees and may be negotiable.”
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
- 2 employees
- Registered since
- 2020 (6 years)
How Brexton Family Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for the subsequent period is billed and payable within ten (10) days after the end of the prior period.”
- “Fees are paid via check or by direct invoicing via electronic payment processor.”
About Brexton Family Financial, LLC
“Comprehensive wealth management also provides various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 105
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $79.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 309643 (opens in new tab)
- Phone
- (817) 725-5485
Other planners in Grapevine that publish fees
- 9M Investments, LLCGrapevineHourly $300/hr, Monthly $50/mo
- Box Financial Advisors, LLCGrapevineFlat from $2,500
- Flourish Financial PlanningGrapevineHourly $250/hr, Monthly $97-$450/mo
- Jasi Financial, Inc.GrapevineHourly $300/hr
More planners in Texas that publish fees
- American Market Advisors, Inc.Shavano ParkHourly $400/hr
- Wealth Beyond MathAustinHourly $388/hr, Flat $3,888-$15,888
- Heritage Wealth ManagementHoustonHourly $100-$300/hr, Flat $2,500-$10,000
- JMcMahan LLCCollege StationHourly $75/hr, Annual up to $15,000/yr
- Integra Wealth Advisors, LLCHoustonHourly up to $300/hr
- Hilltop PlanningAustinHourly $350/hr, Flat up to $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.