Guiding Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated February 4, 2026, Guiding Financial charges $400 an hour and a flat or project fee of $1,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Wealth Planning Hourly Fee Hourly Wealth Planning engagements are offered at a rate of $400 per hour.”
Flat or project fee
$1,000⁠-⁠$10,000
“The fixed fee can range between $1,000 and $10,000 depending on complexity and the needs of the client.”

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

How Guiding Financial bills

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

  • “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
  • “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Guiding Financial’s fees compare

  • Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
  • 41 of the 57 other planners in Austin that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 27 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Guiding Financial

  • Principal: Mitchell Strickling
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2021 (5 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
11
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$85,182,055
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
311779
Phone
(512) 813-1628

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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.