Eastlake Planning LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Eastlake Planning LLC charges a flat or project fee of $2,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$15,000
“The negotiated fixed rate for creating client financial plans is between $2,500 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eastlake Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Eastlake Planning's fees within five business days of signing the Investment Advisory Contract.”
- “Eastlake Planning bills based on the balance on the first day of the billing period.”
- “Clients may terminate the agreement without penalty, for full refund of Eastlake Planning’s fees, within five business days of receiving their delivered financial plan. 6 B.”
How Eastlake Planning LLC’s fees compare
- Its flat or project fee of $2,500-$15,000 spans the Texas median of $3,850. 78% of the 401 other Texas planners that publish a flat or project fee charge less.
- 38 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Eastlake Planning LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- 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
- Clients
- 118
- 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
- $44,569,210
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331427
- Phone
- (214) 549-6136
Can advise clients in 4 states: Colorado, Louisiana, Pennsylvania, Texas
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.