Pax Financial Group fees and pricing

Financial planner in San Antonio, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Pax Financial Group charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Limited projects will be charged a fixed fee based upon an estimated number of hours to complete the engagement at $500.00/hour in accordance with the client advisory agreement.”

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

“The total managed account fee will include PAX’s tiered fee as outlined in the following fee schedule (negotiable), plus a model manager and platform fee if the subadviser platform is utilized (sub-adviser’s fee portion is non-negotiable).”
“Fees are billed in advance calculated on the last day of each calendar quarter.”
“The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar quarter.”

Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
18 of the 24 other planners in San Antonio 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
Clients: 1,350
Employees: 22
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $747,082,147
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 284164
Website: player.fm/series/2989639 (opens in new tab)
Phone: (210) 881-5700

Is something on this page wrong or out of date?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