M&a Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$50,000

“Our financial planning engagement clients are assessed fixed fees that generally range from $2,500 to $50,000.”

Quarterly fee

$100⁠-⁠$10,000/qtr

“We are paid a retainer (fixed) fee of $100 to $10,000 per quarter and is determined by the complexity of the engagement, time involved, number of accounts, etc.”

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

How M&a Wealth bills

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

• “Unless otherwise stated in the applicable written agreement, the Firm’s fees are negotiable.”
• “Fees are to be paid by check or draft from US-based financial institutions.”
• “The retainer fee is paid to our firm in advance and is due within the first 10 calendar days of each quarter.”

How M&a Wealth’s fees compare

• Its flat or project fee of $2,500-$50,000 spans the Texas median of $3,850. 96% of the 401 other Texas planners that publish a flat or project fee charge less.

About M&a Wealth

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Equity compensation
• Cash flow and budgeting

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

Clients

97

Employees

6

Works with

Individuals, high net worth individuals, and pooled investment vehicles

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

$18,145,321

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299284

Website

instagram.com/maawealth (opens in new tab)

Phone

(713) 540-7247

Can advise clients in 3 states: Georgia, New Jersey, Texas

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas