KWS Advisory Group, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated September 21, 2026, KWS Advisory Group, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Financial planning services are offered for an hourly fee of $150 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts ope ned or clos ed mid-bil ling per iod, fees will be prorated based on the days services are provided during the given period.”
“For assisting Clients in selecting appropriate asset allocation models and providing on-going account services, KWS will receive a fee payable from the Client's account assets.”

Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.

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: 1.25% a year
Clients: 100
Employees: 4
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $9,100,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 309184
Website: kwsfg.com (opens in new tab)
Phone: (956) 205-0107

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