Fluent Financial, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 29, 2026, Fluent Financial, LLC charges $450 an hour and a flat or project fee of $1,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our hourly fee is $450.”
- Flat or project fee
- $1,500-$15,000
“Flat fees generally range from $1,500 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fluent Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees will be charged quarterly in advance and deducted from Plan’s Assets.”
- “Unless otherwise noted in writing, our firm bills on cash.”
- “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
How Fluent Financial, LLC’s fees compare
- Its hourly rate of $450 is above the Texas median of $275. 85% of the 468 other Texas planners that publish an hourly rate charge less.
- 48 of the 56 other planners in Dallas that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$15,000 spans the Texas median of $3,850. 77% of the 401 other Texas planners that publish a flat or project fee charge less.
- 35 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Fluent Financial, LLC
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 9 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1% a year
- Clients
- 251
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $329,686,911
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170041
- Phone
- (972) 852-4800
Can advise clients in 3 states: Louisiana, New Mexico, Texas
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.