Dutton Financial Planning, LLC fees and pricing
Financial planner in Aledo, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 11, 2026, Dutton Financial Planning, LLC charges a flat or project fee of $3,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$7,500
“PERSONAL FINANCIAL PLANNING DFP charges a fixed fee between $3,500 and $7,500 for personal financial planning based on complexity and the Client’s unique situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dutton Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of - 3- assets managed as of the close of business on the last business day of the previous quarter.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “For accounts opened or closed mid- billing period, fees will be prorated based on the days services are provided during the given period.”
How Dutton Financial Planning, LLC’s fees compare
- Its flat or project fee of $3,500-$7,500 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
About Dutton Financial Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
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
- 1.6% a year
- Clients
- 3
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $551,705
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328563
- Phone
- (940) 736-8380
Other planners in Texas that publish fees
- 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
- 83 FinancialParker$250/hr, $250-$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.