Daniels & Erickson Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Daniels & Erickson will charge an hourly fee of $300 for financial planning services.”

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

How Daniels & Erickson Financial Advisors, LLC bills

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

• “At the sole discretion of Daniels & Erickson these fees are negotiable.”
• “The exact fee payable by the client will be clearly set forth in the agreement for services signed by the Firm and the client.”
• “Fees are billed quarterly, in advance, and are based on the value of your portfolio at the end of the preceding quarter.”

How Daniels & Erickson Financial Advisors, 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.

About Daniels & Erickson Financial Advisors, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

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

0.75% a year

Clients

60

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$213,569,645

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

119687

Phone

(214) 750-8985

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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