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
Website
macfinwealth.com (opens in new tab)
Phone
(214) 273-3630

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