Moss, Luse & Womble, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$260/hr

“In order to dedicate additional resources in these circumstances, Advisor may need to bill excess hours at $260.00 per hour.”

Monthly fee

$100/mo

“A fee ranging up to $855 per month for business owners of one business, plus an additional $100 per month for each additional business owned, for a minimum of five months, will be charged in advance on an ongoing basis until the Agreement is terminated.”

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

How Moss, Luse & Womble, LLC bills

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

• “For those cases where direct fee deduction is not appropriate in the circumstances or not authorized by the client, client will be invoiced each quarter for the advisory fee and is due upon receipt.”
• “Upon termination, any fees paid in advance will be prorated to the date of termination and any unearned fees will be refunded to client.”
• “Where Moss, Luse & Womble’s management fee is payable in advance, upon termination, any fees paid in advance will be prorated to the date of termination and any unearned fees will be refunded to client.”

How Moss, Luse & Womble, LLC’s fees compare

• Its hourly rate of $260 is below the Texas median of $275. 49% of the 468 other Texas planners that publish an hourly rate charge less.
• 7 of the 15 other planners in Plano that publish an hourly rate charge less.

About Moss, Luse & Womble, LLC

• Firm size: 42 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

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

0.45% a year

Clients

475

Employees

42

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, and pension consulting

Assets managed

$803,162,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152841

Website

mlwfinancial.com (opens in new tab)

Phone

(972) 674-2584

Can advise clients in 22 states: California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Pennsylvania, Texas, Virginia, Washington, Wisconsin

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

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