Lauterbach Financial Advisors, LLC fees and pricing
Financial planner in El Paso, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Lauterbach Financial Advisors, LLC charges an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000/yr
“For employee benefit retirement plan services, LFA may impose a minimum annual fee of $3,000 for services provided, as discussed earlier in Item 5 – Fees and Compensation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lauterbach Financial Advisors, LLC’s fees compare
- Its annual fee of $3,000 is below the Texas median of $6,000. 29% of the 106 other Texas planners that publish an annual fee charge less.
About Lauterbach Financial Advisors, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Insurance analysis
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
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 367
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $700,256,828
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114431
- Phone
- (915) 544-6950
Can advise clients in 7 states: Arizona, California, Louisiana, New Mexico, New York, Texas, Washington
Other planners in El Paso that publish fees
- John Navin Navidomskis IVEl Paso$50/hr
- Sophronia Wealth AdvisorsEl Paso$3,800
- Truvize Financial PlanningEl Paso$750, $5,500-$18,000/yr
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
Is something on this page wrong or out of date?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.