Onus Financial LLC fees
Financial planner in Austin, Texas. Registered with state securities regulators.
Onus Financial LLC (Austin, TX) listed $150 an hour and a flat or project fee of $499-$1,499 for financial planning in a Form ADV Part 2A brochure dated January 2, 2025, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated January 2025, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2025. Fees can change.
- Hourly rate
- $150/hr
“Alternatively, we may charge an hourly fee of $150 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $499-
$1,499 “We charge a fixed fee for financial planning services, which generally ranges between $499 to $1,499.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the January 2025 brochure
- Also charges a % of assets
- Yes
- Minimum
- $200,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Onus Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 2, 2025
- CRD number
- 300120 (opens in new tab)
- Phone
- (512) 596-0199
Other planners in Austin that publish fees
- Triple Pine Wealth Management LLCAustinFlat $2,000
- Quoinage Capital LLCAustinHourly $150-$300/hr, Annual $15,000-$45,000/yr
- Everlong FinancialAustinHourly $250/hr
- Valuetree Financial LLCAustinAnnual $2,400-$12,000/yr
- Orchard FinancialAustinHourly $400/hr, Flat $1,650-$15,000
- Bespoke Capital Advisors, Inc.AustinHourly $250/hr
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.