Holdfast Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Consultation Services HWM charges an hourly fee of $150 pr hour based on complexity and unique Client needs for consultation services.”

Flat or project fee

$1,000⁠-⁠$2,000

“AND CONSULTING Full Financial Plan HWM charges a fixed fee ranging between $1,000 and $2,000 based on complexity and unique Client needs for a full financial plan.”

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

How Holdfast Wealth Management, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
• “Since fees are charged in arrears, no refund policy is necessary.”

How Holdfast Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,000 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Holdfast Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 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

2.5% a year

Clients

164

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$82,336,500

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168007

Website

holdfastwealth.com (opens in new tab)

Phone

(512) 693-8384

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