Certified Financial Strategies Corporation fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$2,500⁠-⁠$4,500

“Comprehensive Financial Plans are offered based on a flat fee between $2,500$4,500, based on complexity and unique Client needs.”

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

How Certified Financial Strategies Corporation bills

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

• “Accounts are billed in advance using the actual/average method of billing.”
• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”

How Certified Financial Strategies Corporation’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 13 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$4,500 spans the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.
• 21 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Certified Financial Strategies Corporation

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Tax planning

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

147

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$144,386,627

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114361

Website

cfscorp.com (opens in new tab)

Phone

(972) 702-8121

Can advise clients in 2 states: New Mexico, Texas

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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