Planguide Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“This service may be canceled with 30 days’ notice. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Planguide Financial bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of PGF's fees within five business days of signing the Investment Advisory Contract.”
• “Fees are quoted on a case by case basis, and may be negotiable in certain circumstances, such as when the firm provides more limited services with another adviser in a co-advisory arrangement.”

How Planguide Financial’s fees compare

• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Southlake that publish a flat or project fee charge less.

About Planguide Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

3% a year

Employees

1

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$277,250,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329089

Website

planguidefinancial.com (opens in new tab)

Phone

(775) 379-9729

Can advise clients in 3 states: Arkansas, Louisiana, Texas

Other planners in Southlake that publish fees

• Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000⁠-⁠$15,000
• Combs Capital PartnersSouthlake$2,500
• Corps Capital Advisors, LLCSouthlake$500⁠-⁠$1,000/hr
• Much Wealth Management, Inc.Southlake$1,000⁠-⁠$10,000
• One Xvi WealthSouthlake$250/hr, $1,500⁠-⁠$10,000
• Openair Financial, LLCSouthlake$5,000

Compare all 18 planners in Southlake