Flying Forward Wealth Management fees and pricing
Financial planner in Boerne, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Flying Forward Wealth Management charges a monthly fee of $1,800 and an annual fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $1,800/mo
“He earns approximately $1,800 per month and devotes about 16 hours monthly to this role.”
- Annual fee
- $4,000/yr
“He earns approximately $4,000 annually for tax services and spends about 30 hours during tax season on this activity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Flying Forward Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Professional Designations (continued) Pass a background check and candidate fitness standards test.”
How Flying Forward Wealth Management’s fees compare
- Its annual fee of $4,000 is below the Texas median of $6,000. 34% of the 106 other Texas planners that publish an annual fee charge less.
About Flying Forward Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, EA, and ChFC®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,553,940
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327389
- Phone
- (830) 470-8088
Other planners in Boerne that publish fees
- Hill Country GroupBoerne$250/hr
- 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
Is something on this page wrong or out of date?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.