Lemuel James Financial fees and pricing
Financial planner in San Antonio, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 15, 2026, Lemuel James Financial charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The Advisors hourly fee will be billed at a rate of $150 per hour, but may be negotiated in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lemuel James Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”
- “The consulting fee is payable quarterly, in advance, based on the fair market value of assets in the Plan at the end of each quarter.”
How Lemuel James Financial’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 24 other planners in San Antonio that publish an hourly rate charge less.
About Lemuel James Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
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
- 1.5% a year
- Clients
- 162
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $18,023,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 162212
- Phone
- (210) 287-2992
Other planners in San Antonio that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- Avora Wealth LLCSan Antonio$3,200, $2,500/yr
- B365investSan Antonio$350
- Best InvestSan Antonio$250/hr
- Boynton Financial LLCSan Antonio$150/hr, $300-$1,000
- Carr Consulting P.A.San Antonio$200-$600
Is something on this page wrong or out of date?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.