Elitegate Wealth, LLC fees and pricing
Financial planner in Pflugerville, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 16, 2026, Elitegate Wealth, LLC charges a flat or project fee of $2,500-$10,000 and a quarterly fee of $250-$1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“The Advisor also offers stand-alone financial planning services for a fixed engagement fee ranging from $2,500 to $10,000 per engagement.”
- Quarterly fee
- $250-$1,250/qtr
“However, Clients with a relationship size under $2,000,000 will be charged an ongoing financial planning fee ranging from $250 to $1,250 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elitegate Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Elitegate Wealth, LLC’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the Texas median of $3,850. 69% of the 401 other Texas planners that publish a flat or project fee charge less.
About Elitegate Wealth, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Employees
- 4
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337524
- Phone
- (512) 457-9590
Can advise clients in 3 states: Connecticut, Florida, Texas
Other planners in Pflugerville that publish fees
- Virtue Wealth ManagementPflugerville$150-$300/hr, $3,000-$5,000
- 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
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.