Financial Excavation fees and pricing
Financial planner in Mckinney, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Financial Excavation charges $300 an hour, a flat or project fee of $500-$4,000, and a monthly fee of $100-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $500-$4,000
“Ongoing Financial Planning FEX collects an initial fee, ranging from $500 to $4,000 and may be negotiable.”
- Monthly fee
- $100-$1,000/mo
“Fees are paid monthly or quarterly in advance, ranging from $100 to $1,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Excavation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees may be negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are paid by electronic funds transfer (EFT) or check.”
How Financial Excavation’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- 5 of the 9 other planners in Mckinney that publish an hourly rate charge less.
- Its flat or project fee of $500-$4,000 spans the Texas median of $3,850. 24% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 9 other planners in Mckinney that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Financial Excavation
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334503
- Phone
- (214) 945-0285
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 EmpowermentMckinney$500/hr, $1,500-$12,500
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.