PlannerFees

Edk Advisory fees and pricing

Financial planner in Frisco, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Edk Advisory charges $200 an hour, a flat or project fee of $500⁠-⁠$5,000, and an annual fee of $2,000⁠-⁠$7,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Hourly fees are billed at a rate of $200.”
Flat or project fee
$500⁠-⁠$5,000
“Fixed fees range from $500 to $5,000 per engagement.”
Annual fee
$2,000⁠-⁠$7,200/yr
“The fees range from $2,000 to $7,200 per year.”

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

How Edk Advisory bills

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

  • “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the agreement.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”
  • “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Edk Advisory’s fees compare

  • Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
  • 2 of the 10 other planners in Frisco that publish an hourly rate charge less.
  • Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 3 of the 7 other planners in Frisco that publish a flat or project fee charge less.
  • Its annual fee of $2,000-$7,200 spans the Texas median of $6,000. 37% of the 106 other Texas planners that publish an annual fee charge less.
  • 2 of the 4 other planners in Frisco that publish an annual fee charge less.

About Edk Advisory

  • Firm size: 3 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
33
Employees
3
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$56,197,111
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
292227
Website
edkadvisory.com (opens in new tab)
Phone
(972) 731-4348

Can advise clients in 3 states: Iowa, North Carolina, Texas

Other planners in Frisco that publish fees

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