Brilliant Financial Strategies LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The hourly fee for these services is between $200 and $500.”

Monthly fee

$300⁠-⁠$500/mo

“Wealth Foundation Package ($300-$500/month) Option 2:”

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

How Brilliant Financial Strategies LLC bills

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

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of BFS's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of BFS’s fees, within five business days of signing the Financial Planning Agreement.”

How Brilliant Financial Strategies LLC’s fees compare

• Its hourly rate of $200-$500 spans the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Waco that publish an hourly rate charge less.

About Brilliant Financial Strategies 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

1.5% a year

Minimum

$300 minimum fee (stated in brochure)

Clients

67

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$46,245,047

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292622

Website

brilliantfinancialplanning.com (opens in new tab)

Phone

(888) 807-6632

Can advise clients in 2 states: California, Texas

Other planners in Waco that publish fees

• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• Disciplined Investors, L.L.C.Waco$150⁠-⁠$300/hr
• John Wessler & AssociatesWaco$250/hr, $25,000
• Noble Advisory Group LLCWaco$150/hr
• Open Range Financial Group, LLCWaco$10,000
• The Aspen Equity GroupWaco$275/hr

Compare all 11 planners in Waco