Exponential Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Ongoing Financial Planning EA collects an initial fee, no greater than $5,000.”

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

How Exponential Advisors LLC bills

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

• “The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears, ranging from $300 to $600.”

How Exponential Advisors LLC’s fees compare

• Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 2 other planners in Weatherford that publish a flat or project fee charge less.

About Exponential Advisors LLC

• Principal: Joshua Brooks
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$19,255

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333416

Website

instagram.com/brooksmoneyflow (opens in new tab)

Phone

(682) 294-1948

Other planners in Weatherford that publish fees

• Bentoak CapitalWeatherford$50⁠-⁠$300/hr, $500⁠-⁠$20,000
• Forthright Financial ServicesWeatherford$250/hr, $500⁠-⁠$10,000
• Hamrick Financial, LLCWeatherford$200/hr
• Stevenson Advisory Services & InvestmentsWeatherford$150/hr

Compare all 5 planners in Weatherford