Playbook Advisers LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$450/hr

“Hourly fees range from $100 to $450 per hour depending on the complexity of the task and the skill-set required to render the services.”

Flat or project fee

$5,000

“Fixed financial planning fees may range from $5,000 up to $15,000 depending on the complexity of the financial circumstances of a client and the amount of time (i.e., number of hours) it takes us to develop the financial plan.”

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

How Playbook Advisers LLC bills

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

• “Clients billed on an hourly basis will receive invoices that provide descriptions of the services rendered to the clients.”
• “Definitions of the foregoing defined terms are set forth in Item 7. 7 Fees are negotiable and may change from time to time with appropriate notice to each client.”
• “Management fees are charged on the first day of each fiscal quarter in arrears.”

How Playbook Advisers LLC’s fees compare

• Its hourly rate of $100-$450 spans the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.

About Playbook Advisers LLC

• Firm size: 2 employees.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136194

Phone

(512) 422-7040

Other planners in Texas that publish fees

• 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
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas