Gap Financial Services Or Gap Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000

“Upon termination of the account, any unearned fee will be refunded to the client. 7 Comprehensive Financial Planning 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.”

Monthly fee

$150⁠-⁠$500/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gap Financial Services Or Gap Financial 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.”

How Gap Financial Services Or Gap Financial’s fees compare

• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 13 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Gap Financial Services Or Gap Financial

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.95% a year

Clients

93

Employees

5

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

$132,030,798

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288703

Website

gapfinancialservices.com (opens in new tab)

Phone

(877) 437-2765

Can advise clients in 2 states: Louisiana, Texas

Other planners in Austin that publish fees

• 360 Wealth CreationAustin$250/hr
• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
• Argus Wealth ManagementAustin$250/hr, $2,500⁠-⁠$5,000
• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

Compare all 137 planners in Austin