Everyplan Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$209/hr

“Services are offered based on an hourly fee of $209 per hour.”

Flat or project fee

$999⁠-⁠$8,000

“Services are offered based on a flat fee between $999 and $8,000.”

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

How Everyplan Financial bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Everyplan Financial’s fees compare

• Its hourly rate of $209 is below the Texas median of $275. 23% of the 468 other Texas planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Round Rock that publish an hourly rate charge less.
• Its flat or project fee of $999-$8,000 spans the Texas median of $3,850. 52% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Round Rock that publish a flat or project fee charge less.

About Everyplan Financial

• Principal: Michael Laheta
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

1.1% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$1,279,538

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334519

Website

reddit.com/user/EveryPlanFinancial (opens in new tab)

Phone

(737) 419-9504

Other planners in Round Rock that publish fees

• Greenbelt Investment Advisors, LLCRound Rock$150/hr
• Isf Advisory, LLCRound Rock$280/hr, $2,500⁠-⁠$3,000
• Majestic Oak Financial, LLCRound Rock$3,500⁠-⁠$10,000
• Maravi Capital ManagementRound Rock$200/hr
• Perry Investment Management, LLCRound Rock$200/hr, $1,000⁠-⁠$10,000
• Ridley Wealth ManagementRound Rock$3,000⁠-⁠$10,000

Compare all 16 planners in Round Rock