Lampados Financial Group, LLC fees

Financial planner in Fort Worth, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 13, 2026, Lampados Financial Group, LLC (Fort Worth, TX) charges an annual fee of up to $25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change.

Annual fee
Up to $25,000/yr

Can go up to $25,000; the Texas median is $7,750.

“Monthly, quarterly, or annual fees; annual retainer fees may be up to $25,000 depending on the complexity of the client's financial situation and the scope of services required.”

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
No
Minimum
None stated in the brochure
Team size
Solo practice (one employee)
Registered since
2026

About Lampados Financial Group, LLC

  • Founded: 2020 (6 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, and annual planning fees
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of March 13, 2026
CRD number
315375 (opens in new tab)
Website
lampadosfinancial.com (opens in new tab)
Phone
(887) 558-8037

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