Diesslin Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Portfolios (AUM) up to $20,000,000: $250/ hour plus expenses Portfolios $20,000,000 and up: expense only Consulting and other special services are available at an hourly rate or a fixed retainer.”

Monthly fee

$72/mo

“Holding Fee of $72 per month per alternative held per client TERMINATION Clients may, at any time, terminate their relationship with DG.”

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

How Diesslin Group, Inc. bills

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

• “Quote available upon completion of Phase I Financial Plan Ongoing Financial Planning Dependent on Client’s Needs * Hourly services are available under certain circumstances. ** The fee may be negotiated in special circumstances.”
• “Non-Managed: $500 set-up fee, Annual Fee, Billed Quarterly.”
• “Fees are negotiable, based upon the complexities and circumstances of your individual situation.”

How Diesslin Group, Inc.’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.
• 3 of the 10 other planners in Fort Worth that publish an hourly rate charge less.

About Diesslin Group, Inc.

• Firm size: 12 employees.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Founded: 1980 (46 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

280

Employees

12

Works with

Individuals, high net worth individuals, banks, pooled investment vehicles, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and other services

Assets managed

$696,317,975

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110557

Website

DIESSLIN.COM (opens in new tab)

Phone

(817) 332-6122

Can advise clients in 4 states: Arizona, California, Florida, Texas

Other planners in Fort Worth that publish fees

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• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000
• Jos PlanningFort Worth$250⁠-⁠$12,500, $300⁠-⁠$784/mo

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