Orchard Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Planning is offered at an hourly rate of $400 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“Financial Planning consists of an upfront fee of $1,500 - $10,000.”

Monthly fee

$50⁠-⁠$300/mo

“The upfront fee can range from $0 - $3,000 and the on-going fee can range from $50 - $300 per month depending on the services selected by the employer (Coaching vs Comprehensive Planning).”

Annual fee

$6,000/yr

“For Client’s engaged in our Comprehensive Financial Planning service, we have a $6,000 annual minimum fee.”

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

How Orchard Financial bills

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

• “December 31, 2025 The annual advisory fee is paid quarterly in arrears based on the quarter end balance (previous quarter) of the Client’s account(s).”
• “Fees are negotiable at the advisor’s discretion.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by electronic funds transfer or check.”

How Orchard Financial’s fees compare

• Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
• 41 of the 57 other planners in Austin 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.
• 29 of the 48 other planners in Austin that publish a flat or project fee charge less.
• Its annual fee of $6,000 matches the Texas median of $6,000. 50% of the 106 other Texas planners that publish an annual fee charge less.
• 9 of the 22 other planners in Austin that publish an annual fee charge less.

About Orchard Financial

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

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

Clients

63

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$21,745,794

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300320

Website

orchardfinancial.com (opens in new tab)

Phone

(512) 655-3444

Other planners in Austin that publish fees

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• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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