Chisholm Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350, billed in 15 minute increments.”

Flat or project fee

Up to $5,000

“Financial Planning ●​ Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $0-$5,000 and an ongoing flat fee or hourly fee that is paid in arrears, either monthly or quarterly.”

Monthly fee

$100⁠-⁠$800/mo

“For clients paying monthly, the fee is $100-$800 per month.”

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

How Chisholm Wealth Management bills

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

• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Fees will be billed in arrears or advanced on a monthly or quarterly basis, based on the value of the Client’s account as of the last day of the billing period.”
• “Engagements initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Chisholm Wealth Management’s fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of up to $5,000 spans the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.

About Chisholm Wealth Management

• Principal: Jarrod Sandra
• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

1.75% a year

Clients

108

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$71,066,822

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321134

Website

chisholmwm.com (opens in new tab)

Phone

(817) 678-2821

Can advise clients in 2 states: Louisiana, Texas

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas