Earls Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$25,000

“We charge a fixed fee in the range of $500-$25,000 for Project-Based Financial Planning depending on the scope, length, and complexity of the project.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Earls Financial bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The annual advisory fee is paid quarterly in advance based on the value of the Client’s account(s) as of the last day of the previous billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Earls Financial’s fees compare

• Its flat or project fee of $500-$25,000 spans the Texas median of $3,850. 88% of the 401 other Texas planners that publish a flat or project fee charge less.

About Earls Financial

• Principal: Benjamin Earls
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

0.99% a year

Clients

40

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$24,008,111

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334284

Website

earlsfinancial.com (opens in new tab)

Phone

(469) 200-2593

Other planners in Lindale that publish fees

• Dean Wealth Management, LLCLindale$250/hr, $2,500
• 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

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