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.”
From the firm's description of its advisory business in its Form ADV brochure.
  • 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

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