Farris Capital Management Inc. fees and pricing
Financial planner in Carrollton, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 5, 2026, Farris Capital Management Inc. charges $250 an hour and a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“An hourly fee of $250 per hour is charged by Farris Capital Management for financial planning services under this arrangement.”
- Flat or project fee
- $1,500
“The minimum fixed fee for consulting services will be $1,500, and maximum fixed fee for consulting services will be Farris Capital Management Inc.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Farris Capital Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any unpaid hourly fees are due immediately upon completion and delivery of the financial plan.”
- “The financial planning services terminate upon delivery of the written financial plan or upon either party providing the other party with written notice of termination.”
- “In the event that there is a remaining balance of any fees paid in advance after the deduction of fees from the final invoice, those remaining proceeds will be refunded by Farris Capital Management to you.”
How Farris Capital Management Inc.’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.
- Its flat or project fee of $1,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
About Farris Capital Management Inc.
“When providing financial planning and consulting services, the role of your investment adviser representative is to find ways to help you understand your overall financial situation and help you set financial objectives.”
- Firm size: 3 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- College planning
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
- 395
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $177,504,806
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169051
- Phone
- (214) 525-2141
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
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.