Cottonwood Capital Advisors fees and pricing

Financial planner in Irving, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Cottonwood Capital Advisors charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500.”

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

“In the event a client terminates an advisory agreement with Cottonwood Capital Advisors, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”
“Likewise, in the event Cottonwood Capital Advisors bills clients in arrears for services that have already been rendered, 11 Cottonwood Capital Advisors will prorate such fees up to the termination date of the advisory agreement.”
“In most cases, the annual account management fees are payable quarterly in advance and are computed as one-quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”

Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
2 of the 2 other planners in Irving that publish an hourly rate charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Clients: 191
Employees: 5
Works with: Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $347,343,569
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 322366
Website: cottonwoodcapitaladvisors.com (opens in new tab)
Phone: (972) 573-4030

Can advise clients in 2 states: California, Texas

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