Clarified Wealth Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$2,500⁠-⁠$30,000

“Fixed fee rates range between $2,500 to $30,000.”

Annual fee

$12,000⁠-⁠$50,000/yr

“Annual fees range from $12,000 to $50,000 and are based on complexity.”

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

How Clarified Wealth Advisory bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Wealth Stewardship (Investment Management Services) The asset-based fee for Wealth Stewardship is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Clarified Wealth Advisory’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 46 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$30,000 spans the Texas median of $3,850. 92% of the 401 other Texas planners that publish a flat or project fee charge less.
• 44 of the 48 other planners in Austin that publish a flat or project fee charge less.
• Its annual fee of $12,000-$50,000 is above the Texas median of $6,000. 94% of the 106 other Texas planners that publish an annual fee charge less.
• 20 of the 22 other planners in Austin that publish an annual fee charge less.

About Clarified Wealth Advisory

• Principal: Nikki Dunn
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

0.5% a year

Clients

6

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$6,706,744

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329226

Website

shetalksfinance.com (opens in new tab)

Phone

(512) 200-4147

Other planners in Austin that publish fees

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• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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