PlannerFees

Iwc Financial Planning fees and pricing

Financial planner in Edinburg, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Iwc Financial Planning charges $250 an hour and a monthly fee of $30 for financial planning.

Published fees

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

Hourly rate
$250/hr
“IWC Financial Planning charges $250 per hour, not to exceed a total charge of $15,000, for an hourly-based plan unless the complexity of the plan requires additional fees.”
Monthly fee
$30/mo
“The fee is $30 per month.”

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

How Iwc Financial Planning’s fees compare

  • Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Iwc Financial Planning

“LIVE, LLC (DBA IWC Financial Planning) is a financial planning firm that produces financial plans that help clients reach their goals. Lopez, CFP® has been providing financial planning services for over 10 years.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 8 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
8
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
172090
Website
twitter.com/AlbertLLopez1 (opens in new tab)
Phone
(956) 683-1818

Can advise clients in 2 states: Tennessee, Texas

Other planners in Edinburg that publish fees

Compare all 1,092 planners in Texas

Is something on this page wrong or out of date?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.