FWM Partners fees and pricing

Financial planner in Bellville, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 7, 2026, FWM Partners charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

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.

Principal: Marc Doremus
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339804
Phone: (860) 836-3405

Is something on this page wrong or out of date?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.