PlannerFees

Icon Imperial fees and pricing

Financial planner in Missouri City, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 27, 2009, Icon Imperial charges $150⁠-⁠$350 an hour, a flat or project fee of $700⁠-⁠$5,000, and a monthly fee of $10⁠-⁠$50 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2009. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$350/hr
“Fees are billed in the range of $150 to $350 per hour and are paid as services are rendered.”
Flat or project fee
$700⁠-⁠$5,000
“Icon will charge a fixed fee for comprehensive financial planning services in the range of $700 to $5,000 per plan as contracted for with client in advance.”
Monthly fee
$10⁠-⁠$50/mo
“Fixed fees may be negotiated in advance based at the discretion of the advisor, and payable upon completion and delivery of the financial plan to the client. 1C(4) Icon charges in the range of $10 to $50 per month for receipt of the newsletter.”

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

How Icon Imperial bills

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

  • “Pre-payment of fees will not exceed $500 per client, 6 months in advance.”
  • “Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to client.”
  • “The advisors hourly fee will be billed at a range of $150 to $350 per hour, but may be negotiated in advance.”

How Icon Imperial’s fees compare

  • Its hourly rate of $150-$350 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
  • None of the 4 other planners in Missouri City that publish an hourly rate charge less.
  • Its flat or project fee of $700-$5,000 spans the Texas median of $3,850. 37% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 1 of the 4 other planners in Missouri City that publish a flat or project fee charge less.

About Icon Imperial

“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes ✔ (If yes, describe on Schedule…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and newsletters and publications
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
144297
Phone
(281) 543-7522

Other planners in Missouri City that publish fees

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