Gap Financial Services fees
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 15, 2026, Gap Financial Services (Austin, TX) charges a flat or project fee of $3,000-$10,000 and a monthly fee of $150-$500 for financial planning.
- Website: gapfinancialservices.com (opens in new tab)
- Call (877) 437-2765
- 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 October 15, 2026. Fees can change.
- Flat or project fee
- $3,000-
$10,000 Runs from below the Austin median of $6,500 to above it. Runs from below the Texas median of $4,500 to above it.
“The fixed fee can range between $3,000 and $10,000.”
- Monthly fee
- $150-
$500/mo “Comprehensive Financial Planning consists of an upfront charge of $3,000-12,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $500 per month.”
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
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 5 employees
- Registered since
- 2017 (9 years)
How Gap Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “The fee may be negotiable in certain cases.”
About Gap Financial Services
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 93
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $132 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 15, 2026
- CRD number
- 288703 (opens in new tab)
- Phone
- (877) 437-2765
Other planners in Austin that publish fees
- Curtain Wealth Planning L.L.C.AustinHourly $375/hr, Annual $8,000/yr
- Norma Financial LLCAustinHourly $400-$500/hr, Flat $3,000-$10,000
- Root Financial PartnersAustinFlat $2,000-$65,000
- Guiding FinancialAustinHourly $400/hr, Flat $1,000-$10,000
- 360 Wealth CreationAustinQuarterly $1,000-$1,500/qtr
- Real Advisers LLC RIA SeriesAustinHourly $100-$450/hr, Flat $5,000-$15,000 2025 brochure
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.