Conviction Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“The negotiated hourly fee for these services is between $150 and $400.”

Flat or project fee

$1,000⁠-⁠$3,000

“4 Fixed and Ongoing Fees The negotiated fixed rate for creating client financial plans and providing ongoing planning is between $1,000 and $3,000.”

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

How Conviction Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CWML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of CWML’s fees, within five business days of signing the Financial Planning Agreement.”

How Conviction Wealth Management LLC’s fees compare

• Its hourly rate of $150-$400 spans the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
• 22 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
• 7 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Conviction Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

2% a year

Clients

8

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

$3,120,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332751

Website

convictionwealthmanagementllc.com (opens in new tab)

Phone

(908) 531-5607

Can advise clients in 2 states: New Jersey, Texas

Other planners in Austin that publish fees

• 360 Wealth CreationAustin$250/hr
• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
• Argus Wealth ManagementAustin$250/hr, $2,500⁠-⁠$5,000
• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

Compare all 137 planners in Austin