Dallas Financial Planning LLC fees and pricing

Financial planner in Dallas, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated November 21, 2025, Dallas Financial Planning LLC charges $495 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 21, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $495/hr; “Financial Consulting Services are offered based on an hourly fee of $495 per hour.”

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 the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $495 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
50 of the 56 other planners in Dallas that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338591
Website: dallasfp.com (opens in new tab)
Phone: (972) 533-6073

Is something on this page wrong or out of date?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