Conceptum Strategies fees and pricing
Financial planner in San Antonio, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 5, 2026, Conceptum Strategies charges $150-$300 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Financial Planning (Hourly) Fee Range: $150–$300 per hour (depending on complexity).”
- Flat or project fee
- $500-$5,000
“Range: $500 – $5,000 per engagement, depending on complexity and scope.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Conceptum Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Quarterly, in arrears, based on the ending market value of assets under management.”
- “Fees are billed in arrears; therefore, no refunds apply.”
- “Upon completion of services or monthly for ongoing engagements.”
How Conceptum Strategies’ fees compare
- Its hourly rate of $150-$300 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
- 7 of the 24 other planners in San Antonio that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
- 6 of the 18 other planners in San Antonio that publish a flat or project fee charge less.
About Conceptum Strategies
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $243,608
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338635
- Phone
- (210) 901-9856
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
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.