PMG Family Office, LLC fees and pricing
Financial planner in Plano, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 5, 2026, PMG Family Office, LLC charges $150 an hour and a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The maximum hourly fee to be charged will not exceed $150.”
- Flat or project fee
- $25,000
“Flat fees will not exceed $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How PMG Family Office, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly or monthly in arrears based on the value of the account(s) on the last day of the previous quarter or month.”
- “Fees are negotiable and will be deducted from client account(s).”
How PMG Family Office, LLC’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 15 other planners in Plano that publish an hourly rate charge less.
- Its flat or project fee of $25,000 is above the Texas median of $3,850. 95% of the 401 other Texas planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in Plano that publish a flat or project fee charge less.
About PMG Family Office, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 77
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $144,001,478
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312154
- Phone
- (214) 550-8790
Other planners in Plano that publish fees
- Astra Wealth Management GroupPlano$750/hr
- BDJ Wealth Management LLCPlano$15,000/yr
- Crescent Investment Solutions LLCPlano$500/yr
- Crestway Advisory GroupPlano$300/hr
- Gordon Oak Financial, LLCPlano$5,000-$10,000
- Insight Wealth PartnersPlano$2,500
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.