Imperium Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$800/hr

“These fees are negotiable, but generally range from $2,000 to $10,000 on a fixed fee basis and/or $800 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$2,000⁠-⁠$10,000

From the same sentence as above.

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

How Imperium Wealth Management, LLC bills

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

• “The firm’s annual fee is prorated and charged quarterly, in advance based upon the market value of the assets being managed on the last day of the previous quarter.”
• “Clients whose initial AUM fee is higher than the minimum fee will pay the standard AUM fee in advance.”
• “The annual fee is also negotiable under special circumstances.”

How Imperium Wealth Management, LLC’s fees compare

• Its hourly rate of $800 is above the Texas median of $275. 98% of the 468 other Texas planners that publish an hourly rate charge less.
• 24 of the 24 other planners in San Antonio that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.
• 14 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About Imperium Wealth Management, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.15% a year

Minimum

$2,250 minimum fee (stated in brochure)

Clients

177

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$264,570,474

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

159148

Website

imperiumwealth.com (opens in new tab)

Phone

(210) 332-9533

Can advise clients in 4 states: Florida, Georgia, Missouri, Texas

Other planners in San Antonio that publish fees

• 1900 WealthSan Antonio$350/hr, $1,500
• Avora Wealth LLCSan Antonio$3,200, $2,500/yr
• B365investSan Antonio$350
• Best InvestSan Antonio$250/hr
• Boynton Financial LLCSan Antonio$150/hr, $300⁠-⁠$1,000
• Carr Consulting P.A.San Antonio$200⁠-⁠$600

Compare all 54 planners in San Antonio