Malone Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$500⁠-⁠$15,000

“Fixed fee rates range between $500 to $15,000.”

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

How Malone Financial Planning LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and 7 terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Malone Financial Planning LLC’s fees compare

• Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
• 7 of the 9 other planners in Mckinney that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Texas median of $3,850. 75% of the 401 other Texas planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Mckinney that publish a flat or project fee charge less.

About Malone Financial Planning LLC

• Principal: Katherine Malone
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

1.15% a year

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328035

Website

malonefp.com (opens in new tab)

Phone

(469) 209-5095

Other planners in Mckinney that publish fees

• Align Financial Advisors, LLCMckinney$250/hr, $10,000
• Ataroke WealthMckinney$300/hr, $250⁠-⁠$20,000
• Cardinal Wealth Management LLCMckinney$200/hr, $150⁠-⁠$450/mo
• Concap LLCMckinney$1,800
• Corus Family Wealth Advisors, Inc.Mckinney$150/hr
• Financial EmpowermentMckinney$500/hr, $1,500⁠-⁠$12,500

Compare all 20 planners in Mckinney