Copiam Wealth Management, LLC fees and pricing
Financial planner in The Colony, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Copiam Wealth Management, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“For financial planning services or to hire us occasionally for particular investment advice, we charge a rate of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Copiam Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in arrears and calculated based on assets under management at the end of each calendar quarter (March 31, June 30, September 30 and December 31).”
- “Clients may authorize COPIAM to directly deduct fees from their custodial account(s) or choose to be invoiced for fees incurred.”
- “If you choose to be invoiced, payment is due within 15 days of receiving the invoice.”
How Copiam 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 Copiam Wealth Management, LLC
- Principal: Gregory M. Schmitz
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 28
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $21,112,439
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173290
- Phone
- (214) 725-5263
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.