MTR Financial Services, LLC fees and pricing
Financial planner in Kingwood, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 4, 2026, MTR Financial Services, LLC charges $85-$150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $85-$150/hr
“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $85 - $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MTR Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
- “Because fees are charged in arrears, no refund policy is necessary.”
- “Clients may terminate their accounts without penalty, for full refund, within 5 business days of signing the advisory contract.”
How MTR Financial Services, LLC’s fees compare
- Its hourly rate of $85-$150 is below the Texas median of $275. 2% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 6 other planners in Kingwood that publish an hourly rate charge less.
About MTR Financial Services, LLC
- 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.
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
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 86
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $119,929,814
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149078
- Phone
- (281) 913-1844
Other planners in Kingwood that publish fees
- LCM FinancialKingwood$300/hr
- Lifeplan Financial Services, LPKingwood$275/hr, $2,475-$5,500
- Roth Financial Partners LLCKingwood$100-$500/hr, $2,000-$5,000
- Silverstone Private WealthKingwood$2,000-$10,000
- Stephanie E. Doyle Investment ManagementKingwood$150/hr
- Us 1ST Wealth ManagementKingwood$200/hr, $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.