Orchid Advisory fees and pricing

Financial planner in Dallas, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 5, 2026, Orchid Advisory charges $300 an hour for financial planning.

Published fees

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

Hourly rate: $300/hr; “FEES (BILL PAY SERVICES ONLY) Orchid charges an hourly fee not to exceed $300 per hour.”

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 billing period.”
“If margin is utilized, the fees will be billed based on the net asset value of the Account.”
“This fee will be agreed upon in the Client’s advisory agreement and will be payable annually or quarterly in advance.”

Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
25 of the 56 other planners in Dallas that publish an hourly rate charge less.

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% a year
Clients: 15
Employees: 4
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $295,658,752
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 327750
Phone: (704) 763-2776

Is something on this page wrong or out of date?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.