Ferguson Financial Planning fees and pricing
Financial planner in Duncanville, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Ferguson Financial Planning charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For general financial planning services, clients are charged on an hourly basis not to exceed $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ferguson Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged in advance and are based on the closing value of your account on the last day of the previous billing cycle.”
- “If you prefer to pay your advisor fees directly, rather than have them billed to your account, please notify me at least ten days before the end of the quarter.”
- “By doing so, you will pay me directly (a check is fine) instead of out of account balances.”
How Ferguson Financial Planning’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.
About Ferguson Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Military and veterans
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 169
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $74,019,139
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131538
- Phone
- (214) 502-7404
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.