Drumond Wealth Management fees
Financial planner in Katy, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 21, 2026, Drumond Wealth Management (Katy, TX) charges $250 an hour and a flat or project fee of up to $15,000 for financial planning.
- Website: drumondwealthmanagement.com (opens in new tab)
- Call (617) 959-2563
- 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 October 21, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Texas median of $250; 28% of the 266 other planners in Texas that publish an hourly rate charge less. 3 of the 4 other planners in Katy charge less.
“The Advisor’s fixed fee will be based on an hourly fee rate of $250 per hour multiplied by the anticipated number of hours it will take to complete the financial plan or project, and will be negotiated and agreed upon by the parties in advance, based at the Advisor’s discretion.”
- Flat or project fee
- Up to $15,000
Can go up to $15,000; the Texas median is $4,500.
“Drumond Wealth Management will charge a fixed fee of up to $15,000 for Financial Planning Services.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 4 employees
- Registered since
- 2024 (2 years)
How Drumond Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first month or quarter.”
- “Fixed fee-based clients are billed in advance.”
- “However, at its discretion the Advisor may agree to bill the client one-half of the fee at the time of signing the Agreement with the Advisor and the other one-half upon completion of the Financial Planning Services.”
About Drumond Wealth Management
“Investment Advisory Services Drumond Wealth Management’s (or “Advisor”) principal service is providing fee-based Investment Advisory Services and Financial Planning Services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 129
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $61.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 21, 2026
- CRD number
- 329502 (opens in new tab)
- Phone
- (617) 959-2563
Registered in 3 states: Florida, Massachusetts, Texas
Other planners in Katy that publish fees
- Apex Wealth Management, LLCKatyHourly $200/hr, Flat $1,500-$3,500
- Dark Horse LLCKatyHourly $200/hr
- Lakes Wealth Advisory, LLCKatyHourly $250/hr, Flat $5,000-$25,000
- Marin Financial GroupKatyFlat $500
- Trisperity Advisors, LLCKatyHourly $200-$250/hr
More planners in Texas that publish fees
- Angel Legacy Advisors, LLCLubbockHourly $300/hr, Flat $500-$3,000
- Millennium Portfolio AdvisorsArlingtonHourly up to $185/hr
- Hamilton Gray Wealth Management LLCHoustonHourly $400/hr
- L. J. Smith & Co LLCJacksonvilleFlat $2,500-$7,500
- Bolgiano Capital ManagementMidlothianHourly $200-$250/hr
- Wela Financial AdvisorySan AntonioHourly $250/hr
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.