Cravens Brothers Private Wealth Management LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“- 2- HOURLY FEES Hourly Financial Planning Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$1,000⁠-⁠$20,000

“Services are offered based on a flat fee between $1,000 and $20,000.”

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

How Cravens Brothers Private Wealth Management LLC bills

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

• “Fees are billed monthly in arrears based on the average daily balance of the account for the billing period.”
• “Fees for fixed and hourly financial plans are billed upon delivery of the completed plan.”
• “Fees for ongoing planning services are billed monthly and in arrears.”

How Cravens Brothers Private Wealth Management LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 25 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Texas median of $3,850. 83% of the 401 other Texas planners that publish a flat or project fee charge less.
• 42 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Cravens Brothers Private Wealth Management LLC

• Firm size: 2 employees.
• 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

0.9% a year

Clients

43

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$139,300,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

162673

Website

cravensbrothers.com (opens in new tab)

Phone

(214) 234-9503

Can advise clients in 2 states: Arkansas, Texas

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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