PlannerFees

Lorintine Capital fees and pricing

Financial planner in Dallas, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 30, 2026, Lorintine Capital charges $350⁠-⁠$450 an hour and a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350⁠-⁠$450/hr
“An annual update fee of $500 is typically charged to update the provided plan annually and additional services are billed at a rate of $350.00 to $450.00/hour.”
Flat or project fee
$3,000
“The Firm charges a flat initial fee for financial planning services, typically in the $3,000 range.”

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

How Lorintine Capital bills

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

  • “Fees are taken at the end of each month and are not billed in advance.”
  • “Fees are taken at the end of each month and are not billed in advance.”
  • “Fees are not billed in advance and will be collected via monthly invoicing.”

How Lorintine Capital’s fees compare

  • Its hourly rate of $350-$450 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
  • 44 of the 56 other planners in Dallas that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 17 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Lorintine Capital

“The Firm will provide services to any party, regardless of account size, on an hourly fee basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$250,000 in assets (stated in brochure)
Clients
43
Employees
3
Works with
Individuals, high net worth individuals, business development companies, pooled investment vehicles, businesses, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed
$72,350,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
151204
Website
lorintinecapital.com (opens in new tab)
Phone
(214) 800-5164

Can advise clients in 2 states: California, Texas

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