MSM Advisory, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, MSM Advisory, LLC charges a quarterly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $500/qtr
“The fee is $500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MSM Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are to be paid by check or draft from US-based financial institutions, and with your prior authorization, payment may also be made through a qualified, unaffiliated PCI* compliant 3 third-party processor.”
- “An hourly engagement lasting more than one month is typically billed at the end of each month for time incurred of the Agreement.”
- “Advisory fees are to be paid quarterly and may be due either in advance or arrears depending on the selected third-party investment manager.”
About MSM Advisory, LLC
“We provide our clients with advice on topics such cash flow and debt management, risk management, retirement planning and retirement income, education funding, estate planning, among others, as well as periodic investment advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- 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
- 1.75% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $2,354,875
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283032
- Phone
- (945) 949-2421
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.