Ez Financial Group Inc. fees and pricing
Financial planner in Pearland, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2025, Ez Financial Group Inc. charges a monthly fee of $100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2025. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $100/mo
“The fee is usually charged monthly at $100.00/month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ez Financial Group Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual Asset Management fee may be negotiable.”
- “The Financial Planning fee may be negotiable.”
About Ez Financial Group Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 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
- 1.5% a year
- Clients
- 54
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,713,410
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143813
- Website
- ezfgi.com (opens in new tab)
- Phone
- (832) 392-7999
Other planners in Pearland that publish fees
- Ark Alliance Financial LLCPearland$300/hr
- Bullogic Wealth ManagementPearland$300/hr, $7,800/yr
- DPH FinancialPearland$225/hr
- Eightone Capital LLCPearland$500-$5,000, $150-$800/mo
- Measure Twice Financial LLCPearland$250-$750/hr, $2,500-$10,000
- Scientific FinancialPearland$200-$400/hr
Is something on this page wrong or out of date?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.