Masterpiece Capital, LLC fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 8, 2026, Masterpiece Capital, LLC charges a flat or project fee of $500-$75,000, a quarterly fee of $250, and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$75,000
“Flat fees range from $500 to $75,000.”
- Quarterly fee
- $250/qtr
“Any platform fee applicable is charged quarterly and is capped at $250/quarter ($1,000 annually), per client household relationship.”
- Annual fee
- $1,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Masterpiece Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash or cash equivalents, unless otherwise agreed to in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the time-weighted daily average of the quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
How Masterpiece Capital, LLC’s fees compare
- Its flat or project fee of $500-$75,000 spans the Texas median of $3,850. 98% of the 401 other Texas planners that publish a flat or project fee charge less.
- 47 of the 48 other planners in Austin that publish a flat or project fee charge less.
- Its annual fee of $1,000 is below the Texas median of $6,000. 11% of the 106 other Texas planners that publish an annual fee charge less.
- 1 of the 22 other planners in Austin that publish an annual fee charge less.
About Masterpiece Capital, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 25
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $124,918,080
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290075
- Phone
- (512) 472-9033
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.