Leadership Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $250 and $500. 6 Clients may terminate the agreement without penalty, for full refund of LFA’s fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$1,000⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $15,000.”

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

How Leadership Financial Advisors, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of LFA's fees within five business days of signing the Investment Advisory Contract.”
• “Financial planning fees are paid via check.”

How Leadership Financial Advisors, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Frisco that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Texas median of $3,850. 77% of the 401 other Texas planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Frisco that publish a flat or project fee charge less.

About Leadership Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

Highest asset based fee in brochure

1.5% a year

Clients

37

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$20,715,468

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332430

Phone

(972) 365-6692

Other planners in Frisco that publish fees

• Braxton Financial Group, LLCFrisco$200/hr
• Comprehensive Financial Planning for Doctors, LLCFrisco$4,000⁠-⁠$6,000/yr
• Edk AdvisoryFrisco$200/hr, $500⁠-⁠$5,000
• Fortress Estate Solutions, PLLCFrisco$475/hr, $75/mo
• Halal AlphaFrisco$500⁠-⁠$1,000/hr, $500/yr
• J I Medina Investments, LLCFrisco$149⁠-⁠$250/hr, $350

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