Escarpment Financial Group, LLC fees
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 7, 2026, Escarpment Financial Group, LLC (Austin, TX) charges $250-$500 an hour and a flat or project fee of $3,600-$7,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 7, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the Austin median of $300 to above it. Starts at the Texas median of $250 and runs above it.
“$250-$500 per hour, billed in 15-minute increments.”
- Flat or project fee
- $3,600-
$7,500 Runs from below the Austin median of $6,500 to above it. Runs from below the Texas median of $4,500 to above it.
“Standalone financial planning services are offered on either: Fixed-fee basis Hourly basis Typical fees range from: Initial comprehensive plan: $3,600 to $7,500.”
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 Escarpment Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees on initial account startup and on client agreement termination are prorated for the applicable quarter.”
- “As fees are billed in arrears, no rebate will be needed upon termination of the agreement.”
- “Client agreements may be terminated upon written or emailed notice, at least 30 calendar days in advance.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, 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 7, 2026
- CRD number
- 343281 (opens in new tab)
- Phone
- (512) 917-3937
Other planners in Austin that publish fees
- 360 Wealth CreationAustinQuarterly $1,000-$1,500/qtr
- Hilltop PlanningAustinHourly $350/hr, Flat up to $10,000
- Carvalho Investment Group, LLCAustinHourly $200/hr
- Her Personal FinanceAustinHourly $400/hr, Flat up to $10,000
- Gap Financial ServicesAustinFlat $3,000-$10,000, Monthly $150-$500/mo
- TwoTen Planning, PLLCAustinHourly $300/hr, Flat $3,000-$9,000
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.