Her Personal Finance fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 12, 2026, Her Personal Finance charges up to $600 an hour, a flat or project fee of up to $10,000, a monthly fee of $250-$625, a quarterly fee of $750-$1,875, and an annual fee of $3,000-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $600/hr
“Our hourly rate ranges from $0 to $600.”
- Flat or project fee
- Up to $10,000
“There is an initiation fee for data gathering, client set up, and the initial plan of $0 - $10,000. ● Hourly Consulting:”
- Monthly fee
- $250-$625/mo
“Clients may engage us on an ongoing retainer basis at an annual rate ranging from $3,000 to $7,500 per year, billed in monthly installments of $250 to $625 per month (or $750 to $1,875 quarterly), depending on the complexity and scope of ongoing needs.”
- Quarterly fee
- $750-$1,875/qtr
From the same sentence as above.
- Annual fee
- $3,000-$7,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Her Personal Finance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “For engagements less than six hours, fees are collected in advance.”
- “Should Clients request additional time after their engagement has completed, it will be billed at the hourly rate and due in advance.”
How Her Personal Finance’s fees compare
- Its hourly rate of up to $600 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- 26 of the 57 other planners in Austin that publish an hourly rate charge less.
- Its flat or project fee of up to $10,000 spans the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
- 20 of the 48 other planners in Austin that publish a flat or project fee charge less.
- Its annual fee of $3,000-$7,500 spans the Texas median of $6,000. 44% of the 106 other Texas planners that publish an annual fee charge less.
- 8 of the 22 other planners in Austin that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Her Personal Finance
“We offer financial planning services.”
- Principal: Eryn Schultz
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327545
- Phone
- (713) 851-4096
Can advise clients in 4 states: California, Massachusetts, New York, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$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.