PlannerFees

Motif Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated August 31, 2026, Motif Planning charges $500 an hour, a flat or project fee of $3,000⁠-⁠$10,000, a monthly fee of $417⁠-⁠$4,170, and a quarterly fee of $1,251⁠-⁠$12,510 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Our hourly rate is $500. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”
Flat or project fee
$3,000⁠-⁠$10,000
“Fixed fee rates range between $3,000 to $10,000.”
Monthly fee
$417⁠-⁠$4,170/mo
“Fees are paid either monthly or quarterly in advance, ranging from $417 - $4,170 per month or $1,251 - $12,510 per quarter.”
Quarterly fee
$1,251⁠-⁠$12,510/qtr

From the same sentence as above.

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

How Motif Planning bills

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

  • “Fees are negotiable and the final agreed-upon fee will be outlined in your Client Contract.”
  • “Upon termination, the fee will be prorated based on the number of days services were provided, and any unearned fee will be refunded to the Client.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Motif Planning’s fees compare

  • Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
  • 51 of the 56 other planners in Dallas that publish an hourly rate charge less.
  • Its flat or project fee of $3,000-$10,000 spans the Texas median of $3,850. 71% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 31 of the 51 other planners in Dallas 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.

About Motif Planning

  • Principal: Spenser Liszt
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2018 (8 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
327428
Website
tiktok.com/@spenserliszt (opens in new tab)
Phone
(214) 494-9231

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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.