Outlier Financial Partners, LLC fees and pricing
Financial planner in San Angelo, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 6, 2026, Outlier Financial Partners, LLC charges a monthly fee of $100-$300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $100-$300/mo
“Our minimum monthly fee is $100, while our maximum monthly fee is $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Outlier Financial Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “That's why we offer a simple, monthly subscription (charged in arrears) based on your household income, with flexibility to accommodate individual needs.”
- “For accounts held at Altruist, fees are billed in arrears based on the month-ending balance of your account(s).”
- “For accounts held at Betterment, fees are billed in arrears based on the average daily balance of your account in the associated month.”
About Outlier Financial Partners, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
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
- 1.8% a year
- Clients
- 126
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $24,576,291
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330474
- Phone
- (325) 223-2800
Other planners in San Angelo that publish fees
- Circadia Financial PlanningSan Angelo$250/hr, $250-$3,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
Is something on this page wrong or out of date?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.