Financial Security Services Group, Inc. fees and pricing

Financial planner in Highland Village, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 1, 2026, Financial Security Services Group, Inc. charges $550 an hour and a flat or project fee of $750⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$550/hr
“FINANCIAL PLANNING and CONSULTING FEES Financial Planning Services are offered based on a negotiable hourly rate of $550 or flat fee ranging between $750 and $5,000 based on complexity and unique client needs.”
Flat or project fee
$750⁠-⁠$5,000

From the same sentence as above.

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

How Financial Security Services Group, Inc. bills

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

  • “If financial planning services are applicable, the client will compensate FSSG on a negotiable hourly rate or fixed fee.”
  • “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
  • “Client will be entitled to a pro rata refund for the days service was not provided in the final billing period.”

How Financial Security Services Group, Inc.’s fees compare

  • Its hourly rate of $550 is above the Texas median of $275. 95% of the 468 other Texas planners that publish an hourly rate charge less.
  • Its flat or project fee of $750-$5,000 spans the Texas median of $3,850. 37% of the 401 other Texas planners that publish a flat or project fee charge less.

About Financial Security Services Group, Inc.

  • Firm size: 4 employees.
  • Credentials named in the brochure: ChFC®.
  • Registered as an adviser: 2013 (13 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
3% a year
Clients
323
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, market timing, and educational seminars and workshops
Assets managed
$83,400,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
167464
Website
mysocsecbenefit.com (opens in new tab)
Phone
(817) 251-1777

Can advise clients in 2 states: California, Texas

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