PlannerFees

Kercheville Advisors LLC fees and pricing

Financial planner in San Antonio, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 26, 2026, Kercheville Advisors LLC charges $250 an hour and a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Fixed fees vary and do not exceed $3,000 per plan and hourly rates also vary and do not exceed $250 per hour.”
Flat or project fee
$3,000

From the same sentence as above.

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

How Kercheville Advisors LLC bills

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

  • “When an account is opened, the asset-based fee may be billed for the remainder of the current billing period on a pro rata daily basis and is based on the initial contribution and remaining days in the quarter.”
  • “Thereafter, the quarterly asset-based fee is paid in advance based on the account asset value on the last business day of the previous calendar quarter.”
  • “Refunds or any pre-paid fees are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

How Kercheville Advisors LLC’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.
  • 8 of the 24 other planners in San Antonio that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 7 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About Kercheville Advisors LLC

“On a non-discretionary basis, we provide periodic recommendations to you and if such recommendations are approved, we will ensure that the authorized recommendations are carried out. 4 FINANCIAL PLANNING AND CONSULTING SERVICES We provide advice in the form of a standard financial plan based on your financial situation”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Cash flow and budgeting

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
2% a year
Clients
327
Employees
5
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, insurance companies, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$554,733,810
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
169471
Website
kercheville.com/kerchevile-advisors (opens in new tab)
Phone
(210) 694-5000

Can advise clients in 2 states: Colorado, Texas

Other planners in San Antonio that publish fees

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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.