Norstar Financial of Plano, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The rate is $200/hour.”

Flat or project fee

$4,800

“We charge a minimum planning fee of $4,800 for a new comprehensive plan*.”

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

How Norstar Financial of Plano, LLC bills

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

• “The service fee is payable upon completion of consulting sessions.”
• “Investment management services fees are invoiced and billed directly to clients with payments due upon receipt.”
• “For retainer client who engages us in on going financial planning services, the fee will be invoiced and billed directly to clients with payments due according to agreed-upon terms specified in client’s engagement letter with us.”

How Norstar Financial of Plano, LLC’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 15 other planners in Plano that publish an hourly rate charge less.
• Its flat or project fee of $4,800 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Norstar Financial of Plano, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning

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% a year

Minimum

$4,800 minimum fee (stated in brochure)

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$1,195,122

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297028

Website

norstarfin.com (opens in new tab)

Phone

(469) 573-1838

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano