Lakes Wealth Advisory, LLC fees
Financial planner in Katy, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Lakes Wealth Advisory, LLC (Katy, TX) charges $250 an hour and a flat or project fee of $5,000-$25,000 for financial planning.
- Website: lakeswealthadvisory.com (opens in new tab)
- Call (281) 656-1757
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Texas median of $250; 28% of the 266 other planners in Texas that publish an hourly rate charge less. 3 of the 4 other planners in Katy charge less.
“In the event that a Client should wish to cancel the Financial Planning Agreement under which any plan is being created, the Client shall be billed for actual hours logged on the planning project times the agreed upon hourly rate (generally $250 per hour).”
- Flat or project fee
- $5,000-
$25,000 Above the Texas median of $4,500; 92% of the 197 other planners in Texas that publish a flat or project fee charge less. Both other planners in Katy charge less.
“For fixed fee engagements, fees generally range from $5,000 to $25,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $2,000,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2009 (17 years)
How Lakes Wealth Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Account Portfolio Management Investment advisory fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
- “Investment advisory fees for the first quarter of service are prorated from the account's inception date to the end of the first quarter.”
- “Fees may be negotiable at the Advisor's discretion.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 150666 (opens in new tab)
- Phone
- (281) 656-1757
Other planners in Katy that publish fees
- Apex Wealth Management, LLCKatyHourly $200/hr, Flat $1,500-$3,500
- Dark Horse LLCKatyHourly $200/hr
- Drumond Wealth ManagementKatyHourly $250/hr, Flat up to $15,000
- Marin Financial GroupKatyFlat $500
- Trisperity Advisors, LLCKatyHourly $200-$250/hr
More planners in Texas that publish fees
- Kings Path Partners LLCSugar LandHourly $75-$450/hr
- Faithful Financial LLCOrangeHourly $120/hr
- Stevenson Advisory Services & InvestmentsWeatherfordHourly $150/hr
- Bartee Capital Management, LLCMontgomeryHourly up to $500/hr, Flat up to $3,000
- AssetBuilder, Inc.AllenHourly up to $350/hr
- Legacy Financial DesignsThe WoodlandsFlat $1,500-$10,000, Monthly $425-$2,000/mo
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.