PlannerFees

Financial Edge fees and pricing

Financial planner in San Antonio, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 26, 2026, Financial Edge charges $210 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$210/hr
“The fee is $210 per hour with a minimum of one hour.”

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

How Financial Edge bills

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

  • “You must pay our advisory fees in advance of receiving our services.”
  • “You agree to return the original plan to us upon payment of the refund.”
  • “New accounts and terminated accounts will be charged a pro-rata fee for the period of time that assets are under management.”

How Financial Edge’s fees compare

  • Its hourly rate of $210 is below the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
  • 6 of the 24 other planners in San Antonio that publish an hourly rate charge less.

About Financial Edge

“We provide comprehensive financial planning services to evaluate:  securities,  taxes,  estate planning,  insurance,  business planning,  retirement planning,  personal investments,  financing options,  cash flow,  company benefits, and  any other financial aspects of your life.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1996 (30 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Cash flow and budgeting

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
62
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$50,999,998
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
114609
Website
finedge.net (opens in new tab)
Phone
(972) 459-5000

Other planners in San Antonio that publish fees

Compare all 54 planners in San Antonio

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.