Is Capital Management fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Is Capital Management charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“Page 8 of 25 Disclosure Brochure Fixed fees generally range from $500 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Is Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment advisory fees are paid monthly in arrears pursuant to the terms of the investment advisory agreement.”
- “Client will generally pay half the upon execution of an agreement and the balance upon completion.”
- “Fees are negotiable based on the scope and complexity of the services to be provided and the overall relationship.”
How Is Capital Management’s fees compare
- Its flat or project fee of $500-$2,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
- 5 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Is Capital Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 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
- 1% a year
- Clients
- 16
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,988,099
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306787
- Phone
- (972) 240-4588
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date?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.