Double Eagle Wealth Management LLC fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 9, 2026, Double Eagle Wealth Management LLC charges a flat or project fee of $5,000-$25,000 and a monthly fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$25,000
“For ongoing financial planning or consulting services, the Client agrees to pay a one-time initial planning fee ranging from $5,000 to $25,000, in addition to an annual monthly fee ranging from $500 to $2,500, paid out monthly payments in arrears.”
- Monthly fee
- $500-$2,500/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Double Eagle Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees charged for financial planning services are negotiable and vary depending on the complexity of the process undertaken, the types of issues addressed, the scope of services provided, and the frequency with which the services are rendered.”
- “Asset management fees are paid monthly in arrears.”
- “The fee for the prior month is billed and payable within ten (10) days after the end of the prior month.”
How Double Eagle Wealth Management LLC’s fees compare
- Its flat or project fee of $5,000-$25,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
- 47 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Double Eagle Wealth Management LLC
“We provide various financial planning and consulting services that find ways to help you understand y”
- Firm size: 2 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- 1.45% a year
- Clients
- 82
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $108,579,555
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330398
- Phone
- (214) 814-4978
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.