Halal Alpha fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 2, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$1,000/hr

“The negotiated hourly fee for these services is between $500 and $1,000.”

Annual fee

$500/yr

“HAI offers a quarterly subscription security ratings service that costs $500 annually, due annually.”

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

How Halal Alpha 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.”
• “Clients may terminate the agreement without penalty for a full refund of HAI's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Halal Alpha’s fees compare

• Its hourly rate of $500-$1,000 is above the Texas median of $275. 97% of the 468 other Texas planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Frisco that publish an hourly rate charge less.
• Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.
• None of the 4 other planners in Frisco that publish an annual fee charge less.

About Halal Alpha

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and security ratings or pricing

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335111

Phone

(563) 676-9798

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• J I Medina Investments, LLCFrisco$149⁠-⁠$250/hr, $350
• Kingstone Capital Partners Texas, LLCFrisco$250⁠-⁠$350/hr, $500⁠-⁠$10,000

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