Look Both Ways Financial, LLC fees and pricing
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Look Both Ways Financial, LLC charges $330 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $330/hr
“Look Both Ways Financial will charge $330 per hour for such financial advice, after such advice has been provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Look Both Ways Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee will be due at the beginning of the engagement and the remainder is due upon delivery of the financial plan.”
- “Look Both Ways Financial will schedule a follow-up meeting to serve as a check in for the implementation of the financial plan.”
- “Fees for this service may be paid via Zelle, Check, or Venmo.”
How Look Both Ways Financial, LLC’s fees compare
- Its hourly rate of $330 is above the Texas median of $275. 68% of the 468 other Texas planners that publish an hourly rate charge less.
- 44 of the 67 other planners in Houston that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Look Both Ways Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328755
- Phone
- (970) 980-6145
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
Is something on this page wrong or out of date?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.