Financial Empowerment fees and pricing
Financial planner in Mckinney, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 4, 2026, Financial Empowerment charges $500 an hour, a flat or project fee of $1,500-$12,500, and an annual fee of $12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The default hourly fee is $500 per hour.”
- Flat or project fee
- $1,500-$12,500
“Fixed fees range from $1,500 to $12,500.”
- Annual fee
- $12,500/yr
“The maximum annual fee is $12,500 per household.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Empowerment bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Investment management services are billed using a tiered fee schedule to arrive at a blended fee.”
- “Fees are negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of FE's fees within five business days of signing the Investment Advisory Contract.”
How Financial Empowerment’s fees compare
- Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
- 8 of the 9 other planners in Mckinney that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$12,500 spans the Texas median of $3,850. 73% of the 401 other Texas planners that publish a flat or project fee charge less.
- 6 of the 9 other planners in Mckinney that publish a flat or project fee charge less.
- Its annual fee of $12,500 is above the Texas median of $6,000. 79% of the 106 other Texas planners that publish an annual fee charge less.
- 2 of the 2 other planners in Mckinney that publish an annual fee charge less.
About Financial Empowerment
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
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
- 2% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $292,986
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328342
- Phone
- (469) 214-2333
Other planners in Mckinney that publish fees
- Align Financial Advisors, LLCMckinney$250/hr, $10,000
- Ataroke WealthMckinney$300/hr, $250-$20,000
- Cardinal Wealth Management LLCMckinney$200/hr, $150-$450/mo
- Concap LLCMckinney$1,800
- Corus Family Wealth Advisors, Inc.Mckinney$150/hr
- Financial ExcavationMckinney$300/hr, $500-$4,000
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.