Interlinc Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Services are offered based on a flat fee between $1,000 and $5,000.”

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

How Interlinc Financial Advisors, Inc. bills

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

• “Fees for financial plans are billed six months after client has been with IFA.”
• “The fees for Brookstone and IFA are not negotiable.”
• “The Client agrees to pay a fee monthly, in arrears, for the advisory services provided by BCM pursuant to this agreement.”

How Interlinc Financial Advisors, Inc.’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 12 of the 15 other planners in Plano that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Interlinc Financial Advisors, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• College 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

1.95% a year

Employees

1

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290740

Website

interlincfinancial.com (opens in new tab)

Phone

(214) 778-5645

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano