Dallas Financial Advisors, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Dallas Financial Advisors, LLC charges a flat or project fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,500
“The negotiated fixed rate for creating client financial plans is between $500 and $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dallas Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of DFA's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of DFA’s fees, within five business days of signing the Financial Planning Agreement.”
How Dallas Financial Advisors, LLC’s fees compare
- Its flat or project fee of $500-$1,500 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Dallas Financial Advisors, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 124
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $80,897,469
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328001
- Phone
- (214) 245-4572
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
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.