MNM Vested, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated April 14, 2026, MNM Vested, LLC charges a flat or project fee of $4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are payable upon execution of a retainer agreement and not later than receipt of the work product.”
“Fees are charged in arrears and are payable by check or credit card.”

Its flat or project fee of $4,000 is above the Texas median of $3,850. 51% of the 401 other Texas planners that publish a flat or project fee charge less.
24 of the 49 other planners in Houston that publish a flat or project fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“Vested, LLC offers financial planning and counseling services.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2009 (17 years).

Can advise clients in 2 states: Michigan, Texas

Is something on this page wrong or out of date?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