One Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$12,000

“For preparation of a one-time plan, fees will range from $2,500 to $12,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the number of hours to complete the engagement and the different reports to be produced 2.”

Monthly fee

$150⁠-⁠$500/mo

“As a fixed fee, typically ranging from $150-$500 per month, for clients with assets under $500,000.”

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

How One Wealth Planning LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “One Wealth will never hold client funds greater than $500 for more than six months in advance of completion of the financial plan.”
• “However, as it might not be possible to directly debit the fees from held-away accounts, those fees will be deducted from the client’s non-qualified accounts, pursuant to the client’s authorization, or the client will be billed directly.”

How One Wealth Planning LLC’s fees compare

• Its flat or project fee of $2,500-$12,000 spans the Texas median of $3,850. 74% of the 401 other Texas planners that publish a flat or project fee charge less.

About One Wealth Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

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

1.25% a year

Minimum

No minimum stated in brochure

Clients

67

Employees

1

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

$40,393,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328631

Website

onewealthplanning.com (opens in new tab)

Phone

(469) 608-9222

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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