Enzi Wealth fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 29, 2026, Enzi Wealth charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“We generally require a minimum annual fee of $20,000 for our investment advisory services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Enzi Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “While the schedule above represents our standard fees, all fees are negotiable at the Firm’s sole discretion based on the complexity of the client’s profile, total assets under management, and other factors.”
- “Asset management fees are paid either monthly or quarterly in advance and are due on the first day of the calendar month/quarter.”
- “The fee is billed and payable within ten (10) days after the end of the prior month.”
How Enzi Wealth’s fees compare
- Its annual fee of $20,000 is above the Texas median of $6,000. 87% of the 106 other Texas planners that publish an annual fee charge less.
- 17 of the 22 other planners in Austin that publish an annual fee charge less.
About Enzi Wealth
“We provide various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives.”
- Firm size: 7 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- 2% a year
- Minimum
- $20,000 minimum fee (stated in brochure)
- Clients
- 219
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $450,883,694
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315457
- Phone
- (512) 795-0030
Can advise clients in 4 states: California, Colorado, Texas, Virginia
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$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.