M.c. Byrd Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for Financial Planning and Financial Consulting Services Adviser offers financial planning services on an hourly basis for $250 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.”

Flat or project fee

$1,000

“The Adviser may also charge a negotiable fixed fee of $1,000 for a financial plan, which is dependent upon the level and scope of these services.”

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

How M.c. Byrd Wealth Management, LLC bills

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

• “The initial Management Fee will be prorated to cover the period from the date the Account is opened through the end of the first calendar month or quarter.”
• “After five (5) business days, and as applicable, clients will receive a pro-rata refund, which take into account work completed by the Adviser on behalf of the client.”
• “The client will incur charges for bona fide advisory services rendered to the point of termination excluding administrative fees or account set-up fees, and such fees will be due and payable by the client.”

How M.c. Byrd Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.

About M.c. Byrd Wealth Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Charitable giving

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

534

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$294,174,329

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151070

Website

youtube.com/@mcbyrdwealth (opens in new tab)

Phone

(979) 865-0660

Can advise clients in 7 states: California, Colorado, Florida, Louisiana, Ohio, Oklahoma, Texas

Other planners in Bellville that publish fees

• FWM PartnersBellville$250/hr
• 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

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