PlannerFees

LCM Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated February 26, 2025, LCM Financial charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Lewis Caldwell Mitchell, Inc. charges a fixed fee of $300.00 per hour for financial planning and consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How LCM Financial bills

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

  • “However, flat fees for some work are negotiable depending on the scope, complexity of the client’s financial circumstances, needs, and circumstances of the client, as well as the amount of time estimated to complete the requested services.”
  • “Fees are payable upon completion of the contracted services.”
  • “If, at the time of termination, there are any unearned, prepaid fees, you will receive a prorated refund of such fees.”

How LCM Financial’s fees compare

  • Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
  • 4 of the 6 other planners in Kingwood that publish an hourly rate charge less.

About LCM Financial

“We offer financial planning services regarding the management of financial resources based upon an analysis of the client’s individual needs, predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, available resources and other various suitability factors.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Employees
1
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
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
330543
Phone
(713) 397-4678

Other planners in Kingwood that publish fees

Compare all 9 planners in Kingwood

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.