Mac Adams Wealth Advisors, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Mac Adams Wealth Advisors, LLC charges $50-$500 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50-$500/hr
“Consulting fees are negotiable and range between $50 to $500 per hour depending on the level and scope of the services required and the professional rendering the service.”
- Flat or project fee
- $500-$5,000
“Such charges and fees are exclusive of and in addition to MWA's fees. ‐7‐ Financial Planning & Consulting Fees MWA's fixed fee for financial planning services generally ranges between $500 and $5,000, depending upon the complexity and scope of the plan, the client's financial situation and client's objective.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mac Adams Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After the first five days, the client will incur charges for services provided up to the point of termination and such fees will be due and payable by the client.”
- “In the event there are any prepaid unearned fees, MWA will promptly refund a pro rata share to the client.”
- “Upon request to MWA, clients may choose to be invoiced directly for their management fee.”
How Mac Adams Wealth Advisors, LLC’s fees compare
- Its hourly rate of $50-$500 spans the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
- 22 of the 56 other planners in Dallas that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
- 14 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Mac Adams Wealth Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 67
- Employees
- 1
- 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 other services
- Assets managed
- $49,712,016
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148409
- Phone
- (214) 273-3630
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.