McElhenny Sheffield Capital Management, LLC fees
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 14, 2026, McElhenny Sheffield Capital Management, LLC (Dallas, TX) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Dallas median of $300; 16% of the 32 other planners in Dallas that publish an hourly rate charge less. Matches the Texas median of $250; 28% of the 266 other planners in Texas charge less.
“Financial Planning will generally be offered on either a fixed-fee basis or on an hourly basis at an approximate rate of $250 per hour (“Financial Planning Fees”), depending on the nature of the specified services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 7 employees
How McElhenny Sheffield Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees payable to MSCM, if any, will generally be debited against each Client account at the beginning of each quarter.”
- “With respect to any Clients for whom MSCM does not currently provide investment management services, the Client will generally pay MSCM via check.”
About McElhenny Sheffield Capital Management, LLC
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 757
- Works with
- Individuals, high net worth individuals, investment companies, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutions
- Assets managed
- $663 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 14, 2026
- CRD number
- 115120 (opens in new tab)
- Phone
- (214) 922-9200
Other planners in Dallas that publish fees
- Artham AdvisorsDallasHourly $350/hr, Flat $1,000-$20,000
- Austerra Wealth Management LLCDallasHourly $300-$500/hr, Flat $10,500-$28,500
- Broyles Advisory, LLCDallasFlat from $5,000
- Daniels & Erickson Financial Advisors, LLCDallasHourly $300/hr
- Garza Financial PlanningDallasHourly $225/hr, Flat $600-$1,200
- AlgoTech Financial LLCDallasFlat $3,000 2023 brochure
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.