PlannerFees

Gosch Wealth Advisory fees and pricing

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

According to its Form ADV Part 2A brochure dated August 26, 2026, Gosch Wealth Advisory charges a flat or project fee of $2,500 and a monthly fee of $625 for financial planning.

Published fees

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

Flat or project fee
$2,500
“A flat fee of $2,500. ●​ Payment Terms:”
Monthly fee
$625/mo
“A flat fee of $625 per month. ●​ Payment Terms:”

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

How Gosch Wealth Advisory bills

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

  • “Fees charged for Comprehensive Financial Planning are entirely separate and distinct from investment management fees, as they are billed under different fee structures for separate scopes of advisory work.”
  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “If, upon delivery of the completed initial financial plan, the client chooses not to engage GWA for ongoing planning services, the entire $2,500 project fee is waived, and no fee is owed. 2.”

How Gosch Wealth Advisory’s fees compare

  • Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.

About Gosch Wealth Advisory

“Initial Financial Assessment and Plan Project GWA provides a stand-alone initial financial planning project designed to evaluate a client’s current and future financial state.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2025.

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.2% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340315
Phone
(713) 320-8040

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