Everlong Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning may be provided on an hourly rate of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“The Financial Planning service consist of an upfront fee of $1,000 - $5,000 plus an annual planning fee paid in advance monthly or quarterly per the Client’s preference.”

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

How Everlong Financial bills

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

• “Fees may be debited out of the Client’s investment account with written authorization, invoiced to the Client, or a combination of the two.”
• “Our fees are negotiable with final determination made by ELF.”
• “Advisory fees are directly debited from the Client’s accounts with written authorization, or a Client may choose to be invoiced each quarter.”

How Everlong Financial’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 12 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 13 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Everlong Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 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

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$69,473,542

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172634

Website

x.com/ALEXBYEAGER (opens in new tab)

Phone

(512) 524-3832

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

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