Complete Wealth Management, LLC fees and pricing
Financial planner in Valley View, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, Complete Wealth Management, LLC charges $200 an hour and a monthly fee of $100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“We will charge an hourly fee of $200, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
- Monthly fee
- $100/mo
“We also pay a fixed monthly fee to Betterment Mutual of $100 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Complete Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
- “Fees are charged either quarterly or monthly, in advance, as specified in your agreement with us.”
- “We will send you an invoice detailing the fee calculation.”
How Complete Wealth Management, LLC’s fees compare
- Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
About Complete Wealth Management, LLC
“Our Advisory Business Complete Wealth Management, LLC (“Complete Wealth Management”, “us”, “we”, “our”) is a Registered Investment Adviser (“Adviser”) which offers investment advice regarding securities, insurance, and other financial services to clients.”
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.4% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 253
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $132,535,166
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288794
- Phone
- (940) 382-9300
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.