Norma Financial LLC fees
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, Norma Financial LLC (Austin, TX) charges $400-$500 an hour and a flat or project fee of $3,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change.
- Hourly rate
- $400-
$500/hr Above the Austin median of $300; 88% of the 42 other planners in Austin that publish an hourly rate charge less. Above the Texas median of $250; 91% of the 266 other planners in Texas charge less.
“For financial consulting services we charge an hourly fee of $400-500, which is negotiable in our sole discretion.”
- Flat or project fee
- $3,000-
$10,000 Runs from below the Austin median of $6,500 to above it. Runs from below the Texas median of $4,500 to above it.
“For this financial plan deliverable, we charge a fixed fee between $3,000 and $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Norma Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable and paid as described below.”
- “Please note, our fees are negotiable, and we do take a number of things into consideration including pre-existing client relationships, anticipated future additional assets, among other factors.”
- “Financial Planning fees (including the upfront charge) may be waived or negotiable in certain cases.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $9.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 13, 2026
- CRD number
- 323740 (opens in new tab)
- Phone
- (512) 922-7186
Other planners in Austin that publish fees
- Gap Financial ServicesAustinFlat $3,000-$10,000, Monthly $150-$500/mo
- Arka Financial Services L.L.C.AustinFlat $2,000, Annual $750/yr
- Orchard FinancialAustinHourly $400/hr, Flat $1,650-$15,000
- Everlong FinancialAustinHourly $250/hr
- CAM Investor SolutionsAustinHourly $125-$250/hr, Flat $2,500-$20,000
- Argus Wealth ManagementAustinHourly $250/hr, Flat $2,500-$5,000
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.