Homan Financial Services LLC fees
Financial planner in Arlington, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 15, 2026, Homan Financial Services LLC (Arlington, TX) charges a flat or project fee of $750-$2,500 and a monthly fee of up to $1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 15, 2026. Fees can change.
- Flat or project fee
- $750-
$2,500 Below the Texas median of $4,500; 11% of the 197 other planners in Texas that publish a flat or project fee charge less.
“Project fees range from $750 to $2,500 depending on scope and complexity, confirmed in writing prior to commencement, and are billed in arrears, in full, upon delivery of the final project deliverable, meaning the completed written deliverable described in the client’s written project agreement.”
- Monthly fee
- Up to $1,000/mo
“Monthly fee agreed in writing prior to commencement, not to exceed $1,000/month, and billed monthly in advance on the same terms as the other tiers (Item 5.4); the standard Initial Plan Fee (Item 5.2) applies; always a flat or fixed fee, never a percentage of assets. 5.2 Initial Plan Fee Clients entering an ongoing…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Homan Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm does not collect any portion of a project fee in advance.”
- “The Firm does not receive any portion of these third-party fees. 5.6 Fee Negotiability The Firm’s fees are generally not negotiable.”
About Homan Financial Services LLC
“Homan Financial Services LLC is a fee-only registered investment adviser providing comprehensive financial planning and, for clients who elect it, discretionary investment management.”
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 15, 2026
- CRD number
- 343446 (opens in new tab)
- Phone
- (616) 916-0937
Other planners in Arlington that publish fees
- Millennium Portfolio AdvisorsArlingtonHourly up to $185/hr
More planners in Texas that publish fees
- Kelly Klingaman Financial Planning LLCAustinHourly $375/hr
- Pioneer Wealth Management GroupAustinHourly $250-$1,000/hr
- Luminary Wealth AdvisorsMcKinneyFlat $1,500-$5,000, Quarterly $250-$750/qtr
- SF Planning Group LLCThe WoodlandsMonthly $100-$250/mo
- Crestridge Wealth Advisors, LLCHoustonHourly $300/hr, Flat $25,000-$250,000
- Wealth Beyond MathAustinHourly $388/hr, Flat $3,888-$15,888
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.