Douglas Capital Advisors fees and pricing
Financial planner in Manor, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 4, 2026, Douglas Capital Advisors charges $300 an hour, a flat or project fee of $3,600, and a monthly fee of $200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“DCA’s hourly rates vary between $300-450 per hour depending on the level of complexity for the work assigned via the client.”
- Flat or project fee
- $3,600
“The Base fee for financial planning services is $3,600..”
- Monthly fee
- $200/mo
“DCA charges an ongoing financial planning engagement fee between $200 per month or more based on complexity and needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Douglas Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment management fees are negotiable at the sole discretion of DCA.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Douglas Capital Advisors’ fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $3,600 is below the Texas median of $3,850. 48% of the 401 other Texas planners that publish a flat or project fee charge less.
About Douglas Capital Advisors
- Firm size: 3 employees.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 3% a year
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $210,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315059
- Phone
- (512) 782-2125
Can advise clients in 2 states: California, Texas
Other planners in Manor that publish fees
- Longitude Financial PlanningManor$300/hr, Up to $20,000
- 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
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.