CMH Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,400⁠-⁠$20,000

“The negotiated fixed rate for creating client financial plans is between $2,400 and $20,000.”

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

How CMH Wealth Management bills

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

• “Clients may terminate the agreement without penalty, for full refund of CMHWM’s fees, within five business days of signing the Financial Planning Agreement.”
• “Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check or return deposit back into the client’s account.”
• “Fixed fees that are collected in advance will be refunded based on the prorated amount of work completed at the point of termination.”

How CMH Wealth Management’s fees compare

• Its flat or project fee of $2,400-$20,000 spans the Texas median of $3,850. 85% of the 401 other Texas planners that publish a flat or project fee charge less.
• 44 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About CMH Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

59

Employees

3

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

$101,143,613

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325543

Website

cmhwm.com (opens in new tab)

Phone

(214) 692-5878

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

Compare all 139 planners in Dallas