Guided Capital Wealth Management, LLC fees and pricing

Published fees

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

Flat or project fee

$1,200⁠-⁠$20,000

“The negotiated fixed rate for creating client financial plans is between $1,200 and $20,000. 8 On-going Financial Planning Fees Fixed Fees The negotiated fixed rate for on-going financial planning services is between $1,200 and $20,000.”

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

How Guided Capital Wealth Management, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Any unpaid earned fees will be due in payable to GCWM upon termination.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Guided Capital Wealth Management, LLC’s fees compare

• Its flat or project fee of $1,200-$20,000 spans the Texas median of $3,850. 84% of the 401 other Texas planners that publish a flat or project fee charge less.
• 41 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Guided Capital Wealth Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 years).

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

1.5% a year

Clients

153

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

$249,186,592

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310056

Website

guidedcapitalwealth.com (opens in new tab)

Phone

(832) 975-0710

Can advise clients in 5 states: Arizona, Florida, New Jersey, New York, Texas

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