PlannerFees

Fairbanks Financial Wealth Management fees and pricing

Financial planner in Brenham, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2026, Fairbanks Financial Wealth Management charges $325 an hour, a quarterly fee of $2,000, and an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$325/hr
“Currently, hourly fees do not exceed $325/hour.”
Quarterly fee
$2,000/qtr
“Minimum fees for investment advisory services are $2000 per quarter.”
Annual fee
$2,500/yr
“In most cases, an initial retainer of $2500 or more will be requested before work commences; such a retainer is treated as an advance deposit which is credited to the client's account at the time the first itemized invoice for services is presented.”

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

How Fairbanks Financial Wealth Management bills

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

  • “The above fees for investment advisory services are negotiable and adjustable, either higher or lower, based on the circumstances of each client assignment and may vary from client to client with similarly sized portfolios.”
  • “The client and Fairbanks Financial Wealth Management will mutually agree in advance to any such deviations from the above schedule of fees.”
  • “Investment advisory clients may cancel their agreement to purchase services within five business days and receive a full refund of any prepaid fees.”

How Fairbanks Financial Wealth Management’s fees compare

  • Its hourly rate of $325 is above the Texas median of $275. 67% of the 468 other Texas planners that publish an hourly rate charge less.
  • Its annual fee of $2,500 is below the Texas median of $6,000. 25% of the 106 other Texas planners that publish an annual fee charge less.

About Fairbanks Financial Wealth Management

“Fairbanks Financial Wealth Management (FFWM) provides investment advice and investment management services as part of its financial planning services. Fairbanks Financial Wealth Management also provides a number of financial advisory and financial planning services other than investment advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2000 (26 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
Minimum
$2,000 minimum fee (stated in brochure)
Clients
21
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed
$90,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
114551
Phone
(713) 446-9841

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