PlannerFees

Cardinal Wealth Management LLC fees and pricing

Financial planner in Mckinney, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 1, 2026, Cardinal Wealth Management LLC charges $200 an hour, a monthly fee of $150⁠-⁠$450, and an annual fee of $1,800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Fees (Limited Availability) 3 On occasion, by advance mutual agreement, the Firm may provide advisory or planning services on an hourly basis at $200 per hour for clients whose portfolios are not managed by the Firm.”
Monthly fee
$150⁠-⁠$450/mo
“Foundation — $150 per month Core — $275 per month Complex / Equity Compensation — $450 per month Subscription fees are billed monthly in advance via a third-party fee-billing platform (ACH or card) and are not deducted from custodial investment accounts.”
Annual fee
$1,800/yr
“The Firm's minimum annual fee for an ongoing advisory relationship is $1,800.”

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

How Cardinal Wealth Management LLC bills

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

  • “All fees are negotiable at the Firm's discretion based on scope and complexity.”
  • “If the engagement is terminated before completion, the Firm will refund the portion of the initial payment attributable to work not yet performed.”
  • “The engagement concludes upon delivery; ongoing monitoring and advice are not included.”

How Cardinal Wealth Management LLC’s fees compare

  • Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
  • 2 of the 9 other planners in Mckinney that publish an hourly rate charge less.
  • Its annual fee of $1,800 is below the Texas median of $6,000. 20% of the 106 other Texas planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Mckinney that publish an annual fee charge less.

About Cardinal Wealth Management LLC

“Our mission is to provide personalized, collaborative financial stewardship to guide clients through the complexities of wealth management, empowering them to achieve their unique goals with confidence and clarity.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2025.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
$1,800 minimum fee (stated in brochure)
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed
$5,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
339938
Website
x.com/cardinalwmllc (opens in new tab)
Phone
(503) 864-7505

Other planners in Mckinney that publish fees

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