Money Calculus LLC fees and pricing
Financial planner in Allen, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Money Calculus LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“For Hourly Consulting engagements, we calculate our fees (the “Hourly Fees”) based on the rate of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Money Calculus LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “None of these assumptions can be known in advance with certainty.”
- “We calculate our Advisory Fees based on the Assets Under Management at the end of a billing period and bill in arrears on a quarterly basis.”
- “Whenever we deduct Advisory Fees from your account, we send an invoice to you that shows how your fee was calculated.”
How Money Calculus LLC’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 3 other planners in Allen that publish an hourly rate charge less.
About Money Calculus LLC
“We offer two types of services to our clients: (1) the Wealth Management Program and (2) Hourly Consulting. We provide discretionary portfolio management to every Wealth Management client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $21,855,682
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331211
- Phone
- (945) 910-2800
Other planners in Allen that publish fees
- Cadence Financial Advisors, LLCAllen$1,500-$5,000, $150-$500/mo
- High Flight Financial LLCAllen$200-$400/hr
- Maguire Stewardship PartnersAllen$1,000-$5,000, $100-$500/mo
- Monument Retirement & Wealth Advisory, LLCAllen$100-$2,500
- Think Different Wealth Advisors LLCAllen$250-$500/hr, $1,000-$5,000
- Velaga AdvisorsAllen$300/hr, $3,000-$5,000
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.