Lakeline Financial fees and pricing
Financial planner in Cedar Park, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Lakeline Financial charges $275 an hour and an annual fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Our hourly rate is $275.”
- Annual fee
- $1,000-$25,000/yr
“The fee range is flat, ranging from $1,000 to $25,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lakeline Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The annual fees are negotiable, prorated and paid in arrears on a quarterly basis, based on the value of Client’s account(s) as of the last day of the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Lakeline Financial’s fees compare
- Its hourly rate of $275 matches the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
- 5 of the 6 other planners in Cedar Park that publish an hourly rate charge less.
- Its annual fee of $1,000-$25,000 spans the Texas median of $6,000. 81% of the 106 other Texas planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Lakeline Financial
- Principal: Donald Rudy
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- 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
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339602
- Phone
- (512) 226-3633
Other planners in Cedar Park that publish fees
- Boyce & Associates Wealth Consulting, Inc.Cedar Park$250-$3,500/mo
- III Financial, LLCCedar Park$6,000/yr
- Ironoak WealthCedar Park$150/hr, $12,500
- Ismail, MustafaCedar Park$250/hr
- Larson Financial AdvisorsCedar Park$5,000
- Momentum Private Wealth ManagementCedar Park$6,000
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.