HV Capital Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $100 and $250.”

Flat or project fee

$250⁠-⁠$7,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $250 and $7,000.”

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

How HV Capital Advisors LLC bills

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

• “Fees are paid monthly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid in arrears upon completion.”

How HV Capital Advisors LLC’s fees compare

• Its hourly rate of $100-$250 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
• 6 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $250-$7,000 spans the Texas median of $3,850. 48% of the 401 other Texas planners that publish a flat or project fee charge less.
• 23 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About HV Capital Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 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

100

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

$19,100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

163912

Phone

(214) 357-5600

Can advise clients in 2 states: Texas, Virginia

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

Compare all 139 planners in Dallas