CFM Wealth Partners LLC fees
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 10, 2026, CFM Wealth Partners LLC (Austin, TX) charges up to $500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Austin median is $300. Can go up to $500; the Texas median is $250.
“Hourly engagements range up to $500 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
- Registered since
- 2019 (7 years)
How CFM Wealth Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 267
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $886 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 10, 2026
- CRD number
- 305135 (opens in new tab)
- Phone
- (512) 366-3925
Registered or notice filed in 5 states: Colorado, Florida, Louisiana, New Mexico, Texas
Other planners in Austin that publish fees
- Lake Hills Wealth Management, LLCAustinHourly $250/hr
- Conviction Wealth Management LLCAustinHourly $150-$400/hr, Flat $1,000-$3,000
- Arka Financial Services L.L.C.AustinFlat $2,000, Annual $750/yr
- FinpowerAustinHourly $200/hr, Flat up to $5,000
- Gen Y PlanningAustinHourly $300/hr, Flat $4,800-$15,000
- TwoTen Planning, PLLCAustinHourly $300/hr, Flat $3,000-$9,000
Is something on this page wrong or out of date?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.