PlannerFees

Capital Advisory Group, Inc. fees and pricing

Financial planner in Dallas, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Capital Advisory Group, Inc. charges $80⁠-⁠$350 an hour and a flat or project fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$80⁠-⁠$350/hr
“CAG’s staff billing rates range from $80 to $350 per hour depending on the complexity of the work, the degree of specialized knowledge and the level experience required.”
Flat or project fee
$2,000
“CAG’s minimum fee for a comprehensive plan is $2,000.”

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

How Capital Advisory Group, Inc. bills

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

  • “In such cases CAG will work to make sure the Client has received all of the services they paid for or refund all or a portion of the Clients planning fees in accordance with the written terms of our Financial Planning Agreement.”
  • “In such cases CAG will work to make sure the Client has received all of the services they paid for or refund all or a portion of the Clients planning fees in accordance with the written terms of our Financial Planning Agreement. 3) Financial Advisory Service.”
  • “The fee for this service is deducted from the Clients accounts monthly, usually in arrears.”

How Capital Advisory Group, Inc.’s fees compare

  • Its hourly rate of $80-$350 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
  • 10 of the 56 other planners in Dallas that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 9 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Capital Advisory Group, Inc.

“Capital Advisory Group, Inc. (“CAG”) a Dallas, Texas based wealth management firm has been providing financial planning and investment advisory services to its Clients for over twenty five years since its formation in 1990.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Minimum
$2,000 minimum fee (stated in brochure)
Clients
77
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$224,943,977
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
114539
Website
cagwm.com (opens in new tab)
Phone
(972) 770-4840

Other planners in Dallas that publish fees

Compare all 139 planners in Dallas

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.