Eclipse Wealth Management fees
Financial planner in The Woodlands, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Eclipse Wealth Management (The Woodlands, TX) charges a flat or project fee of $500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change.
- Flat or project fee
- $500-
$5,000 Runs from below the Texas median of $4,500 to above it.
“When separately charged, financial-planning and consulting services are provided for a fixed fee generally ranging from $500 to $5,000, depending on the scope, complexity, and nature of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Eclipse Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is billed in two semiannual installments of $250 in advance.”
- “The specific fee is negotiable and will be stated in the client’s written agreement.”
- “The specific planning fee, scope, deliverables, billing terms, termination provisions, and refund provisions will be agreed in writing before the engagement begins.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 1, 2026
- CRD number
- 343453 (opens in new tab)
- Phone
- (281) 939-2144
Other planners in The Woodlands that publish fees
- SF Planning Group LLCThe WoodlandsMonthly $100-$250/mo
- First Move Financial, LLCThe WoodlandsFlat up to $5,000
- Tiverton WealthThe WoodlandsFlat $500-$10,000, Monthly up to $1,250/mo
- Lloyds Intrepid Wealth ManagementThe WoodlandsHourly $400/hr, Flat up to $5,000
- White Wing Wealth Management, LLCThe WoodlandsFlat $2,500
- Legacy Financial DesignsThe WoodlandsFlat $1,500-$10,000, Monthly $425-$2,000/mo
Is something on this page wrong or out of date?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.