DFW Wealthcare Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees charged for these services are $250 an hour, but may be negotiable.”

Flat or project fee

$750⁠-⁠$9,500

“Financial planning services are offered based on a flat fee between $750 and $9,500 based on complexity and unique client needs.”

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

How DFW Wealthcare Advisors, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “The fees will be 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.”
• “Client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How DFW Wealthcare Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$9,500 spans the Texas median of $3,850. 58% of the 401 other Texas planners that publish a flat or project fee charge less.

About DFW Wealthcare Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• College planning

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

2.5% a year

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$5,039,788

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288954

Website

dfwwealthcareadvisors.com (opens in new tab)

Phone

(817) 685-2939

Can advise clients in 2 states: Louisiana, Texas

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

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