Combs Capital Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Combs Capital Partners charges a fixed fee of $2,500 for non-asset management clients for providing financial planning services under a stand-alone engagement.”

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

How Combs Capital Partners bills

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

• “Fees are billed in advance, therefore contributions and withdrawals made during a billing period will generally not result in a fee adjustment until the next billing cycle.”
• “Should a client terminate prior to the end of a quarter, we will make a prorated refund to the client.”
• “The refund will be based on the number of days remaining in a quarter starting with the day after termination.”

How Combs Capital Partners’ fees compare

• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Southlake that publish a flat or project fee charge less.

About Combs Capital Partners

• Firm size: 3 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

No minimum stated in brochure

Clients

109

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$91,361,996

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

310547

Phone

(940) 765-9206

Can advise clients in 2 states: Louisiana, Texas

Other planners in Southlake that publish fees

• Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000⁠-⁠$15,000
• Corps Capital Advisors, LLCSouthlake$500⁠-⁠$1,000/hr
• Much Wealth Management, Inc.Southlake$1,000⁠-⁠$10,000
• One Xvi WealthSouthlake$250/hr, $1,500⁠-⁠$10,000
• Openair Financial, LLCSouthlake$5,000
• Planguide FinancialSouthlake$500⁠-⁠$5,000

Compare all 18 planners in Southlake