Financial Lifestyle Management fees and pricing
Financial planner in Greenville, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Financial Lifestyle Management charges $250 an hour, a flat or project fee of $1,500-$3,000, and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The standard hourly rate is $250 per hour.”
- Flat or project fee
- $1,500-$3,000
“Comprehensive financial planning fees generally range from $1,500 to $3,000.”
- Annual fee
- $500/yr
“Small accounts may be subject to a minimum annual fee of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Lifestyle Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed for actual hours worked.”
- “Accounts initiated or terminated mid-quarter are charged a prorated fee.”
How Financial Lifestyle Management’s fees compare
- 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.
- Its flat or project fee of $1,500-$3,000 is below the Texas median of $3,850. 24% of the 401 other Texas planners that publish a flat or project fee charge less.
- Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.
About Financial Lifestyle Management
“Victoria “Vicki” Ward is the sole owner and serves as a Certified Financial Planner™ professional and Investment Adviser Representative of the firm.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- 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
- Clients
- 114
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $31,050,431
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127138
- Phone
- (903) 455-1041
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$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.