Caviness Wealth Management, LLC fees and pricing

Published fees

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

Hourly rate

$150/hr

“Our hourly fee is $150 and our flat fees generally range from $500 to $5,000.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Caviness Wealth Management, LLC bills

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

• “Fees are negotiable and will be deducted from your managed account.”
• “We charge our advisory fees quarterly in advance.”
• “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”

How Caviness Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• 2 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
• 14 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Caviness Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 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

Clients

160

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$59,010,452

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172091

Website

CAVINESSWEALTH.COM (opens in new tab)

Phone

(972) 499-8273

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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