GA Bishop and Associates, LLC fees
Financial planner in Carrollton, Texas. Registered with state securities regulators.
GA Bishop and Associates, LLC (Carrollton, TX) listed up to $240 an hour for financial planning in a Form ADV Part 2A brochure dated March 24, 2023, which is more than 18 months old.
- Website: gabishopandassociates.com (opens in new tab)
- Call (972) 393-3716
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated March 2023, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2023. Fees can change.
- Hourly rate
- Up to $240/hr
“For hourly engagements, fees are charged at a rate of up to $240 per hour, with a minimum of $24 for a six minute increment.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the March 2023 brochure
- Also charges a % of assets
- No
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2001 (25 years)
How GA Bishop and Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Otherwise fees are payable immediately upon services rendered.”
- “Should Client terminate the engagement after this date, Client is responsible and will be invoiced for any time charges incurred by Advisor in the preparation of their Plan.”
- “However, there is a potential for a flat monthly fee in the future, which would be payable regardless of whether any leads are generated or turn into clients.”
About GA Bishop and Associates, LLC
“Bishop and Associates, LLC provides fee-only, as-needed Financial Planning and Investment Advisory Services to individuals and families. The primary function of GA Bishop and Associates is providing financial planning services to individuals and families.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Clients
- 55
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2023
- CRD number
- 116725 (opens in new tab)
- Phone
- (972) 393-3716
More planners in Texas that publish fees
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- Real Wealth PlanningSunset ValleyHourly $500/hr, Flat $1,000-$20,000
- Force Acres, LLCNew BraunfelsFlat $2,000-$10,000, Quarterly $250-$1,000/qtr
- Century Management Financial AdvisorsAustinHourly $250/hr, Flat $4,000-$10,000
- Aspen Wealth Advisors LLCDallasHourly $150/hr, Quarterly $375-$1,500/qtr
- Strada Wealth Management, LLCAustinFlat $450, Monthly $500/mo
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.