Hunter Value Capital LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 6, 2026, Hunter Value Capital LLC charges $350 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“HVC’s hourly rate is $350 per hour.”
- Flat or project fee
- $2,000-$5,000
“Fixed fee rates generally range from $2,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hunter Value Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Account fees are billed monthly in arrears, calculated on a month-end basis.”
- “For some legacy Microcap SMA Accounts, the investment advisory fee is calculated daily and billed monthly.”
- “The investment management fee is billed and payable monthly (in arrears, covering the preceding month) within ten (10) days after the end of the applicable month for which payment is due.”
How Hunter Value Capital LLC’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.
- 34 of the 56 other planners in Dallas that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 spans the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.
- 21 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Hunter Value Capital LLC
“Hunter Value Capital is an independent, fee-only Investment Adviser providing investment management and financial planning advice to our clients (“Client,” “you,” and “your”).”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2018 (8 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
- 1.5% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15,982,624
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298289
- Phone
- (347) 352-6590
Can advise clients in 2 states: California, Texas
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.