Meadow Lake Capital LLC fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, Meadow Lake Capital LLC charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “Services are offered based on an hourly fee of $125 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“Fees for financial plans are billed upon completion of the plan.”
“Fees are invoiced directly to the client.”

Its hourly rate of $125 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
3 of the 67 other planners in Houston that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 7
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $16,738,748
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 318095
Phone: (713) 443-7945

Is something on this page wrong or out of date?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.