Concap LLC fees and pricing
Financial planner in Mckinney, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 16, 2026, Concap LLC charges a flat or project fee of $1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,800
“ConCap will provide a comprehensive financial plan for a fixed fee of $1,800, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Concap LLC’s fees compare
- Its flat or project fee of $1,800 is below the Texas median of $3,850. 20% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 9 other planners in Mckinney that publish a flat or project fee charge less.
About Concap LLC
“ConCap offers asset management, financial planning and estate planning, with an emphasis on building portfolios designed to meet the needs of our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate 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
- 17
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,742,882
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321873
- Phone
- (214) 326-5837
Other planners in Mckinney that publish fees
- Align Financial Advisors, LLCMckinney$250/hr, $10,000
- Ataroke WealthMckinney$300/hr, $250-$20,000
- Cardinal Wealth Management LLCMckinney$200/hr, $150-$450/mo
- Corus Family Wealth Advisors, Inc.Mckinney$150/hr
- Financial EmpowermentMckinney$500/hr, $1,500-$12,500
- Financial ExcavationMckinney$300/hr, $500-$4,000
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.