International Asset Management, Inc. fees and pricing
Financial planner in Laredo, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, International Asset Management, Inc. charges $240 an hour and a flat or project fee of $1,000-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $240/hr
“Hourly consultation services are $240.00 per hour.”
- Flat or project fee
- $1,000-$4,000
“Less extensive plans (individual sections) range from $1,000.00 to $4,000.00 on a fixed fee basis agreed upon by the applicant and client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How International Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly consultation services are payable monthly in arrears upon completion of services.”
- “Outstanding invoices will be paid within five (5) days.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How International Asset Management, Inc.’s fees compare
- Its hourly rate of $240 is below the Texas median of $275. 27% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$4,000 spans the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
About International Asset Management, Inc.
“Applicant offers investment advice through consultation on an hourly basis. Analysis of current strategies and investment plans to help client achieve their retirement goals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
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
- 1.5% a year
- Clients
- 15
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,442,766
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114651
- Phone
- (956) 723-3795
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
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.