One Xvi Wealth fees and pricing

Financial planner in Southlake, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, One Xvi Wealth charges $250 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Fixed fee rates range between $1,500 to $10,000 Our hourly rate is $250. 8 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”
Flat or project fee
$1,500⁠-⁠$10,000

From the same sentence as above.

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

How One Xvi Wealth bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are paid quarterly in arrears, ranging up to $1,750.”

How One Xvi Wealth’s fees compare

  • Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
  • 1 of the 5 other planners in Southlake that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Texas median of $3,850. 64% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 6 of the 8 other planners in Southlake that publish a flat or project fee charge less.

About One Xvi Wealth

“We offer investment management and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Sean Weaver
  • 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
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
1.5% a year
Clients
61
Employees
1
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$52,851,511
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329940
Phone
(817) 753-0018

Other planners in Southlake that publish fees

Compare all 18 planners in Southlake

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.