Openair Financial, LLC fees and pricing
Financial planner in Southlake, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 26, 2026, Openair Financial, LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Services are offered based on a flat fee of $5000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Openair Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Investment management fees are billed quarterly in advance, meaning that we invoice you before the billing period.”
How Openair Financial, LLC’s fees compare
- Its flat or project fee of $5,000 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 8 other planners in Southlake that publish a flat or project fee charge less.
About Openair Financial, LLC
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
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
- Clients
- 860
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $318,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300362
- Phone
- (214) 233-6059
Other planners in Southlake that publish fees
- Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000-$15,000
- Combs Capital PartnersSouthlake$2,500
- Corps Capital Advisors, LLCSouthlake$500-$1,000/hr
- Much Wealth Management, Inc.Southlake$1,000-$10,000
- One Xvi WealthSouthlake$250/hr, $1,500-$10,000
- Planguide FinancialSouthlake$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.