Diamond Client Group, LLC fees and pricing
Financial planner in The Woodlands, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Diamond Client Group, LLC charges a flat or project fee of $2,500-$100,000 and a monthly fee of $250-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$100,000
“The fixed rate for project-based financial planning is between $2,500 and $100,000.”
- Monthly fee
- $250-$8,000/mo
“Fees are paid monthly in arrears, ranging from $250 to $8,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Diamond Client Group, 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 with DCG.”
- “Clients may terminate the agreement without penalty for a full refund of DCG’s fees within five (5) business days of signing the advisory agreement.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your financial planning agreement with DCG.”
How Diamond Client Group, LLC’s fees compare
- Its flat or project fee of $2,500-$100,000 spans the Texas median of $3,850. 99% of the 401 other Texas planners that publish a flat or project fee charge less.
- 9 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.
About Diamond Client Group, LLC
- Firm size: 11 employees.
- Founded: 2016 (10 years).
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
- 1.5% a year
- Clients
- 367
- Employees
- 11
- Works with
- Individuals, high net worth individuals, charities, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $185,808,906
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310570
- Phone
- (832) 319-1555
Can advise clients in 6 states: California, Louisiana, Pennsylvania, Tennessee, Texas, Virginia
Other planners in The Woodlands that publish fees
- Anchored WealthThe Woodlands$400/hr
- Assurance Wealth ManagementThe Woodlands$1,500-$2,500
- Awm Financial Services Inc.The Woodlands$1,000/hr
- Cooksen Wealth, LLCThe Woodlands$2,500-$5,000
- HFG Wealth Management, LLCThe Woodlands$400/hr
- Legacy Financial DesignsThe Woodlands$1,000-$10,000, $425-$2,000/mo
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.