Moffatt Financial Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“The negotiated fixed rate for creating client financial plans is between $1,000 and $25,000. 5 Hourly Fees The negotiated hourly fee for these services is between $100 and $400.”

Flat or project fee

$1,000⁠-⁠$25,000

From the same sentence as above.

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

How Moffatt Financial Strategies bills

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

• “Moffatt Financial Strategies uses a prorated feed based on the date funds are initially received and the aggregate amount of assets under management for the household.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of MFS's fees within five business days of signing the Investment Advisory Contract.”

How Moffatt Financial Strategies’ fees compare

• Its hourly rate of $100-$400 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the Texas median of $3,850. 88% of the 401 other Texas planners that publish a flat or project fee charge less.
• 10 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About Moffatt Financial Strategies

• Firm size: 6 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Business owners

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

Clients

178

Employees

6

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$117,131,991

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335975

Website

facebook.com/moffattfinancial (opens in new tab)

Phone

(682) 747-0134

Can advise clients in 4 states: Arizona, California, Colorado, 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

Compare all 34 planners in Fort Worth