Golden Spread Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“After the delivery of the financial plan, additional consulting and or services are charged at an hourly rate of $150.00, payable upon receipt of an invoice.”

Flat or project fee

$1,000⁠-⁠$1,500

“Fees range from $1,000.00 to $1,500.00 depending on complexity, which will be based on the discovery/analysis and scope of the engagement.”

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

How Golden Spread Wealth, LLC bills

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

• “Advisory Fees payable to Golden Spread Wealth for advisory services are based upon the client's assets under management.”
• “Fees are payable quarterly, in arrears, and such fees may be deducted from client's account(s) quarterly within thirty (30) days following the end of the previous quarter for which said fees will be incurred.”
• “Additional Fees and Expenses Advisory fees payable to us do not include all the fees you will pay when we purchase or sell securities for your Account(s).”

How Golden Spread Wealth, LLC’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$1,500 is below the Texas median of $3,850. 13% of the 401 other Texas planners that publish a flat or project fee charge less.

About Golden Spread Wealth, LLC

• Principal: Evan McMordie
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

1% a year

Clients

38

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$16,971,075

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325810

Website

goldenspreadwealth.com (opens in new tab)

Phone

(806) 323-4500

Other planners in Canadian that publish fees

• Perennial Wealth Advisors, LLCCanadian$500⁠-⁠$10,000
• 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
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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