Financial Consulting Services fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Financial Consulting Services charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial Consulting Services offers financial planning or consulting services on an hourly basis at a rate of $250 per hour or on a fixed-fee basis, which will be negotiated with each client.”

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

“The fee is based on the market value of the account at the end of the calendar quarter and billed directly to each client.”

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.
13 of the 56 other planners in Dallas that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2016 (10 years).

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: 9
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $16,982,568
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 173235
Phone: (214) 923-8767

Is something on this page wrong or out of date?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.