Pegasus Wealth Management fees and pricing
Financial planner in Richmond, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Pegasus Wealth Management charges $300 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
- $300/hr
“Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pegasus Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Other Consulting Services Other Consulting Services is financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the firm in advance.”
- “Clients pay an annualized quarterly advisory fee in advance based on fair market value of the assets under management (as reasonably determined in good faith by PWM) as of the close of business on the last business day of the proceeding calendar quarter.”
- “Clients pay an annualized quarterly advisory fee in advance based on fair market value of the assets under management (as reasonably determined in good faith by PWM) as of the close of business on the last business day of the proceeding calendar quarter.”
How Pegasus Wealth Management’s fees compare
- 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.
About Pegasus Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,338,149
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285206
- Phone
- (281) 402-2540
Other planners in Richmond that publish fees
- Blueprism Wealth Management LLCRichmond$2,500
- 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.