PlannerFees

Mckeel Capital Management fees and pricing

Financial planner in Flower Mound, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 8, 2026, Mckeel Capital Management charges $350 an hour and a flat or project fee of $1,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“On an hourly basis calculated on a charge of $350 per hour.”
Flat or project fee
$1,200
“Services and Fees Financial Planning and Consulting Services Conditions for Managing Accounts Financial Planning and Consulting Services McKeel Capital Management requires a minimum fee of $1,200.00 for Financial Planning services; provided, however, that McKeel Capital Management retains the right to reduce or…”

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

How Mckeel Capital Management bills

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

  • “Fees for Financial Planning and Consulting Services are due and payable in advance or upon completion of the advisory service.”
  • “The fee is negotiable, is determined at the time the client signs the Client 5 Agreement, and is based on the complexity of each client’s individual situation.”
  • “Fees are billed quarterly in advance at the rate of one fourth of the annual fee shown above based on the fair market value from the last day of the quarter and may be deducted from clients’ accounts.”

How Mckeel Capital Management’s fees compare

  • Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Flower Mound that publish an hourly rate charge less.
  • Its flat or project fee of $1,200 is below the Texas median of $3,850. 12% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 1 of the 3 other planners in Flower Mound that publish a flat or project fee charge less.

About Mckeel Capital Management

“Through its investment advisor representatives, McKeel Capital Management provides financial planning, consulting and fee-only investment advisory services to individuals, corporations or other business entities.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • 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
2% a year
Minimum
$1,000,000 in assets (stated in brochure)
Clients
35
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$63,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
142132
Website
mckeelcapital.com (opens in new tab)
Phone
(972) 745-9080

Other planners in Flower Mound that publish fees

Compare all 6 planners in Flower Mound

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