DPH Financial fees and pricing

Financial planner in Pearland, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 19, 2026, DPH Financial charges $225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $225/hr; “Deliverable $225 per hour Includes hourly unbiased consultation on any financial related matter except individual investment review.”

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

“The client must consent in advance to direct debiting for investment management fees.”
“The balance of the fee is payable prior to delivery of the financial plan.”
“The project work fee is payable at the time of the meeting.”

Its hourly rate of $225 is below the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
None of the 4 other planners in Pearland that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: ChFC® and CFA.
Registered as an adviser: 2015 (11 years).

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: 0.7% a year
Clients: 19
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,770,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 174893
Website: dphfinancial.com (opens in new tab)
Phone: (713) 828-7516

Is something on this page wrong or out of date?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.