Fondren Oaks Capital Management fees
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Fondren Oaks Capital Management (Dallas, TX) charges $200 an hour and a flat or project fee of $1,000-$2,500 for financial planning.
- Website: fondrenoakscapital.com (opens in new tab)
- Call (214) 484-3073
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Dallas median of $300; 6% of the 32 other planners in Dallas that publish an hourly rate charge less. Below the Texas median of $250; 11% of the 266 other planners in Texas charge less.
“Fees for financial planning will be billed at an hourly rate of $200 per hour and will vary based on the nature and complexity of the client’s financial situation.”
- Flat or project fee
- $1,000-
$2,500 Below the Dallas median of $6,000; 1 of the 22 other planners in Dallas that publish a flat or project fee charges less. Below the Texas median of $4,500; 12% of the 197 other planners in Texas charge less.
“FOCM may also provide a comprehensive financial plan for a fixed fee of $1,000‐2,500, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
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
- $100,000 in assets (stated in the brochure)
- Team size
- 2 employees
- Registered since
- 2018 (8 years)
How Fondren Oaks Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Adviser’s fees are negotiable at the Adviser’s discretion.”
- “Client shall be obligated to pay the full amount of any such invoice promptly upon receipt.”
- “Additionally, FOCM will send to the Client or Administrator of the plan an invoice reflecting the amount of the fee.”
About Fondren Oaks Capital Management
“We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 19
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $22.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 290726 (opens in new tab)
- Phone
- (214) 484-3073
Other planners in Dallas that publish fees
- Garza Financial PlanningDallasHourly $225/hr, Flat $600-$1,200
- Broyles Advisory, LLCDallasFlat from $5,000
- Gatens Financial, LLCDallasHourly $350/hr
- Sammons WealthDallasFlat $4,500
- FSO WealthDallasHourly $1,000/hr, Flat $2,400-$5,000
- McElhenny Sheffield Capital Management, LLCDallasHourly $250/hr
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.