Fieldstone Advisory LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 27, 2026, Fieldstone Advisory LLC charges a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$25,000
“Services are offered based on a flat fee between $500 and $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fieldstone Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
How Fieldstone Advisory LLC’s fees compare
- Its flat or project fee of $500-$25,000 spans the Texas median of $3,850. 88% of the 401 other Texas planners that publish a flat or project fee charge less.
- 41 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Fieldstone Advisory LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343109
- Phone
- (512) 771-7490
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$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Is something on this page wrong or out of date?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.