Cronkhite Wealth Strategies fees and pricing
Financial planner in Gainsville, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, Cronkhite Wealth Strategies charges 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 August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Services are offered based on a flat fee between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cronkhite Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Cronkhite Wealth Strategies’ fees compare
- 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.
About Cronkhite Wealth Strategies
- Principal: Lacy Cronkhite
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 22
- Employees
- 1
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning and selecting other advisers
- Assets managed
- $10,855,767
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299566
- Phone
- (719) 930-1118
Can advise clients in 1 state: Colorado
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.