Cru Wealth Management fees and pricing

Financial planner in North Richland Hills, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 24, 2026, Cru Wealth Management charges $150 an hour for financial planning.

Published fees

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

Hourly rate: $150/hr; “Financial Planning is available at a rate of $150 per hour.”

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

“The fees may be negotiable in limited circumstances. 7 Advisory fees are directly debited from Client accounts.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
“Since fees are paid in arrears, no refund will be needed upon termination of the account.”

Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.

Principal: Kyle Moore
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 46
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: $7,264,902
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315476
Website: cruwealth.com (opens in new tab)
Phone: (817) 398-8834

Is something on this page wrong or out of date?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.