Majestic Oak Financial, LLC fees and pricing

Published fees

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

Flat or project fee

$3,500⁠-⁠$10,000

“Comprehensive financial plans and related services are also available for a fixed fee ranging from $3,500 to $10,000 and may be less for focused planning.”

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

How Majestic Oak Financial, LLC bills

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

• “If charged hourly, the fee is up to $200/hour and is payable after each consultation.”
• “If a client cancels the financial planning contract within 5 business days, the client will receive a full refund.”
• “Fees are paid in advance for the upcoming quarter, no sooner than the 7th (or prior closest business day) of the month following the end of the previous quarter.”

How Majestic Oak Financial, LLC’s fees compare

• Its flat or project fee of $3,500-$10,000 spans the Texas median of $3,850. 73% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Round Rock that publish a flat or project fee charge less.

About Majestic Oak Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2004 (22 years).

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

Clients

84

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$51,140,584

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

133067

Website

majesticoakfinancial.com (opens in new tab)

Phone

(512) 291-3546

Can advise clients in 4 states: Arkansas, California, New York, Texas

Other planners in Round Rock that publish fees

• Everyplan FinancialRound Rock$209/hr, $999⁠-⁠$8,000
• Greenbelt Investment Advisors, LLCRound Rock$150/hr
• Isf Advisory, LLCRound Rock$280/hr, $2,500⁠-⁠$3,000
• Maravi Capital ManagementRound Rock$200/hr
• Perry Investment Management, LLCRound Rock$200/hr, $1,000⁠-⁠$10,000
• Ridley Wealth ManagementRound Rock$3,000⁠-⁠$10,000

Compare all 16 planners in Round Rock