Magister Wealth fees and pricing

Financial planner in San Antonio, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Magister Wealth charges $100⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$200/hr; “Our hourly fee ranges between $100 - $200 per hour and asset-based fee ranges from 0.50% to 1.00% of assets under advisement.”

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

“Our fees are negotiable and payable quarterly in arrears.”
“The asset allocation fee will be prorated for the quarter in which the termination notice is given, which means that you will incur advisory fees only in proportion to the number of days in the quarter for which you are a client.”
“If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

Its hourly rate of $100-$200 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
None of the 24 other planners in San Antonio that publish an hourly rate charge less.

“We offer financial planning services which typically involve providing a variety of advisory services”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CFA.
Registered as an adviser: 2014 (12 years).

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% a year
Clients: 21
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed: $23,455,809
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 170829
Website: magisterwealth.com (opens in new tab)
Phone: (210) 251-4993

Is something on this page wrong or out of date?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.