Much Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Clients who engage the Advisor for financial consulting services, excluding ongoing investment supervision, will be charged a fixed fee for these services of that range from $1,000 to $10,000.”

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

How Much Wealth Management, Inc. bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

How Much Wealth Management, Inc.’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Southlake that publish a flat or project fee charge less.

About Much Wealth Management, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.2% a year

Clients

118

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$37,133,242

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

150356

Website

muchfinancialservices.com (opens in new tab)

Phone

(866) 677-1600

Can advise clients in 2 states: California, Texas

Other planners in Southlake that publish fees

• Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000⁠-⁠$15,000
• Combs Capital PartnersSouthlake$2,500
• Corps Capital Advisors, LLCSouthlake$500⁠-⁠$1,000/hr
• One Xvi WealthSouthlake$250/hr, $1,500⁠-⁠$10,000
• Openair Financial, LLCSouthlake$5,000
• Planguide FinancialSouthlake$500⁠-⁠$5,000

Compare all 18 planners in Southlake