Flourish Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In some circumstances, financial planning may be offered on an hourly basis at a rate of $250 per hour.”

Flat or project fee

$497⁠-⁠$3,000

“Comprehensive Financial Planning 9 Comprehensive Financial Planning consists of an upfront charge of $497 - $3,000 based on complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $97 - $450 per month based on complexity and needs of the client.”

Monthly fee

$97⁠-⁠$450/mo

From the same sentence as above.

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

How Flourish Financial Planning bills

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

• “For the initial quarter’s fees, the fees will be assessed, billed, and paid at the end of the initial quarter - based on the ending balance for the quarter and prorated based on the number of days divided by the number of the days in the year.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “The fee may be negotiable in certain cases, and in rare occasions may be billed and paid quarterly in-arrears.”

How Flourish Financial Planning’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.
• None of the 2 other planners in Grapevine that publish an hourly rate charge less.
• Its flat or project fee of $497-$3,000 is below the Texas median of $3,850. 19% of the 401 other Texas planners that publish a flat or project fee charge less.

About Flourish Financial Planning

• Principal: Christopher Wells
• Firm size: 4 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2018 (8 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

Clients

60

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$32,857,199

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

295401

Website

sdgplanning.com (opens in new tab)

Phone

(817) 799-7699

Other planners in Grapevine that publish fees

• 9M Investments, LLCGrapevine$300/hr, $50/mo
• Box Financial Advisors, LLCGrapevine$2,500
• Jasi Financial, Inc.Grapevine$300/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr

Compare all 5 planners in Grapevine