Dickson Financial Group, LLC. fees and pricing
Financial planner in Comfort, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Dickson Financial Group, LLC. charges a flat or project fee of $1,000-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$3,000
“All fees are agreed upon prior to entering into a contract with any client. 7 DicksonFinancial.com January 2026 Financial Planning fees may be calculated and charged on a fixed fee basis between $1000 and $3000 per household.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dickson Financial Group, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annualized fees are charged in advance on a quarterly basis as a percentage of assets under management, and are either deducted from client assets or invoiced per the client’s request.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “The payment of Financial Planning fees are agreed upon in advance and are due upon the delivery of the final plan.”
How Dickson Financial Group, LLC.’s fees compare
- Its flat or project fee of $1,000-$3,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
About Dickson Financial Group, LLC.
“Dickson Financial Group, LLC provides financial planning services independently or in combination with investment management.”
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 31
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $6,466,162
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292258
- Phone
- (832) 868-3722
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
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.