Fleming Wealth fees
Financial planner in Fort Worth, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 12, 2026, Fleming Wealth (Fort Worth, TX) charges a flat or project fee of $1,000-$5,000 and a monthly fee of $100-$500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 12, 2026. Fees can change.
- Flat or project fee
- $1,000-
$5,000 Runs from below the Texas median of $4,500 to above it.
“Fixed fee rates range between $1,000 to $5,000.”
- Monthly fee
- $100-
$500/mo “Fees are paid monthly in advance, ranging from $100 to $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Fleming Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Fleming Wealth
- Principal: Jackson Fleming
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 13, 2026
- CRD number
- 343807 (opens in new tab)
- Phone
- (314) 753-0325
Other planners in Fort Worth that publish fees
- Lampados Financial Group, LLCFort WorthAnnual up to $25,000/yr
- Waymaker Financial PlanningFort WorthHourly $300/hr, Flat $900-$7,200
- The Dedicated DollarFort WorthHourly $450/hr, Monthly $450/mo
- Aspen Wealth Management, LLCFort WorthHourly $300/hr, Flat from $4,500
- JOS PlanningFort WorthFlat $250-$12,500, Monthly $300-$784/mo
- Brazos Wealth Advisors LLCFort WorthHourly up to $500/hr, Flat up to $20,000
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.