III Financial, LLC fees and pricing

Financial planner in Cedar Park, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 11, 2026, III Financial, LLC charges an annual fee of $6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $6,000/yr; “Generally there is a fee starting at $6,000 per year with increases for complexity and level of service required.”

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

“The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts.”

Its annual fee of $6,000 matches the Texas median of $6,000. 50% of the 106 other Texas planners that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2011 (15 years).

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Minimum: No minimum stated in brochure
Clients: 39
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: $42,800,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159844
Website: iiifinancial.com (opens in new tab)
Phone: (512) 562-1905

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