Broyles Advisory, LLC fees
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 16, 2026, Broyles Advisory, LLC (Dallas, TX) charges a flat or project fee from $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change.
- Flat or project fee
- From $5,000
Starts at $5,000; the Dallas median is $6,000. Starts at $5,000, at or above the Texas median of $4,500.
“The fixed fee for wealth planning, administration, and advisory services generally starts at $5,000.”
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
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Broyles Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients that begin investment management services during a quarter will be billed on a pro-rated basis for that quarter.”
- “If the Service Agreement is terminated, a pro-rata refund (by day) of any prepaid unused fees will be issued.”
About Broyles Advisory, LLC
“To provide comprehensive financial advice, planning, coordination, and administration.”
- Principal: Benjamin T. Broyles
Planning areas mentioned in the brochure
- Tax planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 14
- Works with
- High net worth individuals and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $85.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 16, 2026
- CRD number
- 285119 (opens in new tab)
- Phone
- (214) 814-5974
Other planners in Dallas that publish fees
- BFG Wealth Management LLCDallasMonthly $150-$500/mo
- FSO WealthDallasHourly $1,000/hr, Flat $2,400-$5,000
- Divergent Path Capital ManagementDallasFlat $2,500-$20,000
- John Line, CPA, Inc.DallasHourly $225/hr, Annual up to $8,280/yr
- McElhenny Sheffield Capital Management, LLCDallasHourly $250/hr
- AlgoTech Financial LLCDallasFlat $3,000 2023 brochure
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.