Michels Family Financial, LLC fees and pricing
Financial planner in Fort Worth, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Michels Family Financial, LLC charges a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000
“Fixed fees for financial plans will not exceed $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Michels Family Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and any earned fee will be billed to you by our Firm.”
- “You will be billed monthly as services are rendered.”
- “Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you as described above.”
How Michels Family Financial, LLC’s fees compare
- Its flat or project fee of $25,000 is above the Texas median of $3,850. 95% of the 401 other Texas planners that publish a flat or project fee charge less.
- 13 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.
About Michels Family Financial, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 410
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, pension consulting, and other services
- Assets managed
- $347,859,437
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319311
- Phone
- (817) 719-9999
Can advise clients in 2 states: California, Texas
Other planners in Fort Worth that publish fees
- 9I Capital Group LLCFort Worth$150/hr, $1,500-$10,000
- Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
- CF FinancialFort Worth$2,500-$10,000
- Dean, Jacobson Financial ServicesFort Worth$75-$350/hr, $1,500-$20,000
- Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
- Holland Investment Management, Inc.Fort Worth$300-$350/hr, $5,000-$25,000
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.