Eagan Ventures LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 2, 2026, Eagan Ventures LLC charges $150 an hour and a flat or project fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Service Comprehensive Financial Plan Annual Financial Plan Review Separate Financial Planning Consultations Fee Type and Amount $1,500 fixed fee $500 fixed fee $150 hourly fee Eagan Ventures may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.”
- Flat or project fee
- $500-$1,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eagan Ventures LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fees for Annual Financial Plan Reviews and the hourly rate for Separate Financial Planning Consultations are both non-negotiable.”
- “Eagan Ventures charges the above financial planning fees upon delivery of the Comprehensive Financial Plan or the Annual Financial Plan Review.”
- “As all the financial planning fees are charged in arrears, Eagan Ventures does not offer refunds as services will have already been performed.”
How Eagan Ventures LLC’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 57 other planners in Austin that publish an hourly rate charge less.
- Its flat or project fee of $500-$1,500 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 48 other planners in Austin that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Eagan Ventures LLC
“Eagan Ventures, LLC (hereafter “Eagan Ventures”), is a fee-based investment adviser that offers one type of advisory services: Financial Planning Services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312499
- Phone
- (765) 418-3805
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$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.