Freeman & Freeman Private Wealth Management LLC fees and pricing
Financial planner in Montgomery, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Freeman & Freeman Private Wealth Management LLC charges $500-$1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500-$1,000/hr
“The minimum hourly fee is generally $500 per hour and the maximum hourly fee is generally $1,000 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Freeman & Freeman Private Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “Because fees are billed in arrears, Freeman & Freeman Private Wealth Management will prorate the final fee payment based on the number of days services are provided during the final period.”
How Freeman & Freeman Private Wealth Management LLC’s fees compare
- Its hourly rate of $500-$1,000 is above the Texas median of $275. 97% of the 468 other Texas planners that publish an hourly rate charge less.
About Freeman & Freeman Private Wealth Management LLC
“Asset Management Services – Freeman & Freeman Private Wealth Management offers asset management services, which involves Freeman & Freeman Private Wealth Management providing you with continuous and ongoing supervision ove”
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.65% a year
- Clients
- 115
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $109,648,607
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327815
- Phone
- (936) 283-4105
Other planners in Montgomery that publish fees
- Bartee Capital Management, LLCMontgomery$500/hr, $3,000
- The Jacobs Financial GroupMontgomery$700-$2,500
- 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
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.