LFS RIA, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 27, 2026, LFS RIA, LLC charges an annual fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,500/yr
“The minimum initial fee is $3,000 and the minimum fee for ongoing review is $1,500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How LFS RIA, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are to be agreed upon in advance and are negotiable.”
- “Clerical Services: $300 $100 $ 75 All fees are negotiable.”
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
How LFS RIA, LLC’s fees compare
- Its annual fee of $1,500 is below the Texas median of $6,000. 17% of the 106 other Texas planners that publish an annual fee charge less.
- 2 of the 12 other planners in Dallas that publish an annual fee charge less.
About LFS RIA, LLC
“Advisor provides personalized confidential financial planning, financial consulting and investment supervisory services to individuals, pension and profitsharing plans, trusts, estates, charitable organizations and small businesses.”
- Principal: Clair G. Crossland
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- 2.6% a year
- Minimum
- $1,500 minimum fee (stated in brochure)
- Clients
- 33
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $13,260,667
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153391
- Phone
- (214) 369-2323
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.