Cavner Social Enterprises, LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Cavner Social Enterprises, LLC charges a flat or project fee of $100-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$25,000
“Financial Planning and Consulting Fee Schedule Hourly $100-$300 Fixed Fee $1,000 – $25,000 FEE BILLING & PAYMENT Financial planning and consulting fees may be assessed on an hourly basis or as a one-time project fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cavner Social Enterprises, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees charged for financial planning services are negotiable and vary depending on the complexity of the process undertaken, the types of issues addressed, the scope of services provided and the frequency with which the services are rendered.”
- “Hourly fees or one-time project fee will be invoiced upon completion of the financial plan or the rendering of consulting services with a thirty (30) day written notice.”
- “For one-time projects, Client agrees to pay half of the fee upon signing the agreement and the remaining upon delivery of the plan.”
How Cavner Social Enterprises, LLC’s fees compare
- Its flat or project fee of $100-$25,000 spans the Texas median of $3,850. 87% of the 401 other Texas planners that publish a flat or project fee charge less.
- 40 of the 48 other planners in Austin that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Cavner Social Enterprises, LLC
“We provide financial planning services that find ways to help you understand your overall financial situation and help you set financial objectives. We provide consulting services to registered investment advisers on philanthropic and community planning, financial planning, family planning, and related topics.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Works with
- Other investment advisers
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173606
- Phone
- (512) 771-6719
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.