Paratus Financial, Inc. fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Paratus Financial, Inc. charges $80-$700 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $80-$700/hr
“Our hourly rates range from $80 to $700 per hour depending on the complexity of the work and the experience of the Paratus Financial, Inc. employees involved.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paratus Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are paid directly by clients in advance of work progression.”
How Paratus Financial, Inc.’s fees compare
- Its hourly rate of $80-$700 spans the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
- 43 of the 56 other planners in Dallas that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Paratus Financial, Inc.
“Paratus Financial, Inc. provides comprehensive financial planning services in the areas of tax, investments, risk management, estate planning, and retirement.”
- Firm size: 8 employees.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 87
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $757,448,495
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133361
- Phone
- (214) 378-7400
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date?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.