Lucien Stirling & Gray Advisory Group Inc fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Lucien Stirling & Gray Advisory Group Inc charges $350 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/hr
“Investors who request consultative services apart from asset management are billed at $350.00 per hour or fraction of thereof.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lucien Stirling & Gray Advisory Group Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable in advance at the beginning of each calendar quarter.”
- “If the account owner does not wish to remain a client, a refund of the final credit balance will be mailed to the last registered address.”
How Lucien Stirling & Gray Advisory Group Inc’s fees compare
- Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
- 34 of the 57 other planners in Austin that publish an hourly rate charge less.
About Lucien Stirling & Gray Advisory Group Inc
- Firm size: 5 employees.
- Registered as an adviser: 2014 (12 years).
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
- 1.5% a year
- Clients
- 146
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $146,558,414
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 112641
- Phone
- (512) 458-2517
Can advise clients in 2 states: New Hampshire, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.