PlannerFees

John Line, CPA, Inc. fees

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

According to its Form ADV Part 2A brochure dated March 17, 2026, John Line, CPA, Inc. (Dallas, TX) charges $225 an hour and an annual fee of up to $8,280 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change.

Hourly rate
$225/hr

Below the Dallas median of $300; 9% of the 32 other planners in Dallas that publish an hourly rate charge less. Below the Texas median of $250; 23% of the 266 other planners in Texas charge less.

“Our hourly fee is $225 and generally due upon completion of services rendered.”
Annual fee
Up to $8,280/yr

Can go up to $8,280; the Texas median is $7,750.

“We also offer ongoing consulting services for a fixed annual fee ranging up to $8,280 that is payable in monthly or quarterly installments.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
$25,000 in assets (stated in the brochure)
Credentials held at the firm
CFP® professional (opens in new tab) and CPA
Team size
2 employees
Registered since
2020 (6 years)

How John Line, CPA, Inc. bills

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

  • “Our advisory fee is negotiable, depending on individual client circumstances.”
  • “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

About John Line, CPA, Inc.

“Our firm offers portfolio management services that consist of ongoing financial advice and discretionary management services where investment advice is tailored to meet your individual circumstances and investment objectives.”
From the firm's description of its advisory business in its Form ADV brochure.

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
Clients
60
Works with
High net worth individuals and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$79 million
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of March 17, 2026
CRD number
311399 (opens in new tab)
Website
line-financial.com (opens in new tab)
Phone
(214) 287-4266

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