HRC Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The Advisor’s hourly fee will be billed at a rate of $350 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$2,000

“Where the client has an investment portfolio managed by HRC Financial and the value of the portfolio is less than $500,000, HRC Financial will charge a fixed fee of $2,000 for six hours of work spread over the course of the year to maintain the client’s financial plan.”

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

How HRC Financial bills

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

• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “Hourly fee-based clients are billed in advance.”
• “The Advisor’s fixed fee will be based on the hourly fee rate of $350 per hour multiplied by the anticipated number of hours it will take to complete the financial plan or project, and will be negotiated and agreed upon by the parties in advance.”

How HRC Financial’s fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 45 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
• 11 of the 49 other planners in Houston that publish a flat or project fee charge less.

About HRC Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

1.25% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

21

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$5,890,008

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327285

Website

instagram.com/hrcfinancial (opens in new tab)

Phone

(832) 856-5051

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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