Complete View Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Hourly fees range from $100 to $300.”

Flat or project fee

$1,500⁠-⁠$5,000

“Comprehensive Financial Planning Only Comprehensive Financial Planning consists of a one-time launch fee ranging from $1,500 to $5,000 and an ongoing fee that is paid monthly, in advance, at the rate ranging from $300 to $1,000 per month.”

Monthly fee

$300⁠-⁠$1,000/mo

From the same sentence as above.

Quarterly fee

$1,000/qtr

“CVF assesses a minimum fee of $1,000 per quarter.”

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

How Complete View Financial LLC bills

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

• “Engagement initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An engagement may be terminated with written notice at least 30 calendar days in advance.”
• “The fee may be negotiable for close friends and family, and young adults entering the workforce.”

How Complete View Financial LLC’s fees compare

• Its hourly rate of $100-$300 spans the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 24 other planners in San Antonio that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Texas median of $3,850. 45% of the 401 other Texas planners that publish a flat or project fee charge less.
• 11 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About Complete View Financial LLC

• Principal: Tess Downing
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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

3% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$54,477,002

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305247

Website

completeviewfinancial.com (opens in new tab)

Phone

(210) 201-6216

Other planners in San Antonio that publish fees

• 1900 WealthSan Antonio$350/hr, $1,500
• Avora Wealth LLCSan Antonio$3,200, $2,500/yr
• B365investSan Antonio$350
• Best InvestSan Antonio$250/hr
• Boynton Financial LLCSan Antonio$150/hr, $300⁠-⁠$1,000
• Carr Consulting P.A.San Antonio$200⁠-⁠$600

Compare all 54 planners in San Antonio