LD Lowe Wealth Advisory fees and pricing

Firm size: 8 employees.
Founded: 1999 (27 years).

Financial planner in Richardson, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, LD Lowe Wealth Advisory charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The management fee is an annual fee billed on a quarterly basis.”
“Management fees charged are negotiable in situations where client’s portfolio size begins outside our published fee brackets or in other situations deemed appropriate by us in our sole discretion.”
“The fees charged are negotiable in situations where client’s portfolio size begins outside our published fee brackets or in other situations deemed appropriate by us in our sole discretion.”

Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.95% a year
Clients: 264
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
Assets managed: $118,813,315
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 136596
Website: instagram.com/ldlowewealthadvisory (opens in new tab)
Phone: (972) 335-2523

Is something on this page wrong or out of date?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.