LGT Financial Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 11, 2026, LGT Financial Advisors LLC charges $350⁠-⁠$395 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350⁠-⁠$395/hr; “Registrant’s planning and consulting fees are negotiable, but generally range from $3,000 to $20,000 on an annual fixed fee basis, and between $350 to $395 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

“Fees in General The Registrant’s fee is negotiable, and it may agree to reduce, waive, or charge clients alternative fee arrangements.”
“In the limited event that Registrant bills the client directly, payment is due upon receipt of Registrant’s invoice.”
“Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”

Its hourly rate of $350-$395 is above the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
41 of the 56 other planners in Dallas 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% a year
Clients: 134
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $456,076,011
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111575
Website: lgt-fa.com (opens in new tab)
Phone: (214) 871-7500

Is something on this page wrong or out of date?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