Lloyds Intrepid Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Planning fee at an hourly rate is $400 per hour, depending on complexity.”

Flat or project fee

$5,000

“Fixed-Fee Financial Planning Financial Planning will be offered on a fixed fee basis no greater than $5,000.”

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

How Lloyds Intrepid Wealth Management bills

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

• “Accounts initiated or terminated mid-month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of an account after the final bill is assessed.”

How Lloyds Intrepid Wealth Management’s fees compare

• Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 7 other planners in The Woodlands that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.

About Lloyds Intrepid Wealth Management

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

38

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$61,322,360

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307839

Website

twitter.com/robertlloydcfa (opens in new tab)

Phone

(281) 886-3039

Other planners in The Woodlands that publish fees

• Anchored WealthThe Woodlands$400/hr
• Assurance Wealth ManagementThe Woodlands$1,500⁠-⁠$2,500
• Awm Financial Services Inc.The Woodlands$1,000/hr
• Cooksen Wealth, LLCThe Woodlands$2,500⁠-⁠$5,000
• Diamond Client Group, LLCThe Woodlands$2,500⁠-⁠$100,000, $250⁠-⁠$8,000/mo
• HFG Wealth Management, LLCThe Woodlands$400/hr

Compare all 24 planners in The Woodlands