Plumb Financial fees and pricing
Financial planner in Arlington, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Plumb Financial charges a monthly fee of $125-$150 and an annual fee of $1,500-$1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $125-$150/mo
“This fee begins at $125-$150 per month, or $1,500-$1,800 per year in advance.”
- Annual fee
- $1,500-$1,800/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plumb Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The full amount of quarterly Financial Advisor Fees are paid in advance, as set forth above.”
- “Fees payable to the Advisor are paid at the beginning of each quarter.”
- “The refund is determined by multiplying the quarterly fee by the percentage of time during the quarter the assets were under direct management and subtracting such fees from the total prepaid Financial Advisor Fees paid by the Client.”
How Plumb Financial’s fees compare
- Its annual fee of $1,500-$1,800 is below the Texas median of $6,000. 18% of the 106 other Texas planners that publish an annual fee charge less.
About Plumb Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
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
- 42
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $10,361,511
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334608
- Phone
- (817) 305-7703
Other planners in Arlington that publish fees
- Callaway Financial ServicesArlington$175/hr
- 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Is something on this page wrong or out of date?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.