Hamrick Financial, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 20, 2026, Hamrick Financial, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

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

“These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Fees are paid monthly in advance, and clients may terminate their contracts with thirty days’ written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a month at the point of termination.”

Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
2 of the 3 other planners in Weatherford that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2008 (18 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 126
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $59,991,597
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 148587
Phone: (817) 875-7840

Is something on this page wrong or out of date?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.