Hedgefield Wealth Management fees and pricing
Financial planner in Denton, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Hedgefield Wealth Management charges $300 an hour and a flat or project fee of $5,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“We charge a fee of $300 per hour for clients who engage us solely for financial planning.”
- Flat or project fee
- $5,000-$30,000
“Standalone Financial Plans Hedgefield Wealth Management may also provide a comprehensive financial plan for a fixed-fee ranging from $5,000 to $30,000, which may be negotiable depending upon the nature and complexity of the Client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hedgefield Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on a blended tier structure and are charged quarterly in arrears.”
- “For this reason, Hedgefield Wealth Management may not have access to the average daily balance on the affected accounts and will be forced to bill these accounts in arrears based on their end-of-quarter value.”
- “If you elect to pay our asset management fees via ACH debit from your checking account, payment will be processed through a third-party vendor—AdvicePay.”
How Hedgefield Wealth Management’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Denton that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$30,000 is above the Texas median of $3,850. 93% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Denton that publish a flat or project fee charge less.
About Hedgefield Wealth Management
“Hedgefield Wealth Management offers wealth management, financial planning, and consulting services with an emphasis on building portfolios designed to meet the needs of our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 33
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $32,111,310
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292442
- Phone
- (844) 433-4396
Other planners in Denton that publish fees
- Frontline Wealth ManagementDenton$350/hr, $1,000
- Relevance Capital ManagementDenton$100-$400/hr, $2,500-$10,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$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.