Domani Investments Inc. fees
Financial planner in Sugar Land, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Domani Investments Inc. (Sugar Land, TX) charges a flat or project fee of $100-$250 for financial planning.
- Website: domaniinvestments.com (opens in new tab)
- Call (866) 436-6264
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change.
- Flat or project fee
- $100-
$250 Below the Texas median of $4,500; none of the 197 other planners in Texas that publish a flat or project fee charge less. Neither of the 2 other planners in Sugar Land charges less.
“Financial planning services are provided for a fixed fee of $250; updates are provided for a fixed fee of $100 per update.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2003 (23 years)
How Domani Investments Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable under certain limited circumstances.”
- “We will prorate the advisory fees earned through the termination date and send you an invoice for the advisory fees due.”
- “You will receive an invoice upon completion of the financial plan that is payable upon receipt.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 14
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $10 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 17, 2026
- CRD number
- 124124 (opens in new tab)
- Phone
- (866) 436-6264
Registered in 2 states: California, Texas
Other planners in Sugar Land that publish fees
- Angelus Wealth, LLCSugar LandHourly $250/hr, Flat $3,000
- Collins Wealth ManagementSugar LandFlat $300-$2,000, Monthly $125-$500/mo
- James G. McClellan CPASugar LandHourly up to $150/hr
- Kings Path Partners LLCSugar LandHourly $75-$450/hr
- WJ Interests, LLCSugar LandAnnual $5,000/yr
More planners in Texas that publish fees
- Ankerstar Wealth, LLCLeanderFlat $1,500
- Endeavor Advisors, LLCHoustonHourly up to $350/hr, Flat up to $50,000
- Trinchera Investments, LLCMidlandHourly $300/hr, Flat $2,000-$10,000
- William B. Larson, CPA, LLCDallasHourly $75/hr
- Krishna Wealth PlanningMcKinneyHourly $250/hr, Flat $2,000
- One Xvi WealthSouthlakeHourly $250/hr, Flat $1,500-$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.