Increase Consultants LLC fees and pricing
Financial planner in Missouri City, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Increase Consultants LLC charges $350 an hour and a flat or project fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Service Fee Type and Amount Comprehensive Financial Plan $1,500 fixed fee Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $350 hourly fee IC may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.”
- Flat or project fee
- $500-$1,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Increase Consultants LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance or arrears.”
- “Fees may be negotiable for accounts with unusual investment management requirements, services offered, and size.”
- “The majority of our clients will have their fees deducted from their portfolio, although we will make provision to have a few clients that pay by check.”
How Increase Consultants 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.
- 1 of the 4 other planners in Missouri City that publish an hourly rate charge less.
- Its flat or project fee of $500-$1,500 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 4 other planners in Missouri City that publish a flat or project fee charge less.
About Increase Consultants LLC
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 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
- 2.5% a year
- Clients
- 200
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289368
- Phone
- (281) 778-8161
Other planners in Missouri City that publish fees
- Benzer CapitalMissouri City$950/hr, $1,000-$100,000
- Fogarty Wealth Management, Inc.Missouri City$350/hr, $1,000-$10,000
- Folse FinancialMissouri City$400/hr
- Icon ImperialMissouri City$150-$350/hr, $700-$5,000
- Potentia Wealth Advisors LLCMissouri City$1,000-$10,000, $1,000-$5,000/qtr
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.