Greenbelt Investment Advisors, LLC fees and pricing
Financial planner in Round Rock, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Greenbelt Investment Advisors, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services are offered based on an hourly fee of no more than $150 per hour depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Greenbelt Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees billed upon completion of the plan.”
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
- “New accounts will be billed or an invoice will be submitted in the month after engagement with GIA and billing will be based off of the previous month end value.”
How Greenbelt Investment Advisors, 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.
- None of the 6 other planners in Round Rock that publish an hourly rate charge less.
About Greenbelt Investment Advisors, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 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
- 1.5% a year
- Clients
- 148
- 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, and pension consulting
- Assets managed
- $167,020,947
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155704
- Phone
- (800) 617-3900
Can advise clients in 3 states: California, Louisiana, Texas
Other planners in Round Rock that publish fees
- Everyplan FinancialRound Rock$209/hr, $999-$8,000
- Isf Advisory, LLCRound Rock$280/hr, $2,500-$3,000
- Majestic Oak Financial, LLCRound Rock$3,500-$10,000
- Maravi Capital ManagementRound Rock$200/hr
- Perry Investment Management, LLCRound Rock$200/hr, $1,000-$10,000
- Ridley Wealth ManagementRound Rock$3,000-$10,000
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.