Premier Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$950

“AND CONSULTING PWM charges a fixed fee of no more than $950 for financial planning depending on the complexity of the plan and the client’s unique needs.”

Annual fee

$2,000/yr

“The Client pays the same $2,000 annual fee.”

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

How Premier Wealth Management, LLC bills

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

• “Clients placed with thirdparty money managers will be billed in accordance with the third-party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter.”

How Premier Wealth Management, LLC’s fees compare

• Its flat or project fee of $950 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Texas median of $6,000. 21% of the 106 other Texas planners that publish an annual fee charge less.
• 1 of the 4 other planners in Fort Worth that publish an annual fee charge less.

About Premier Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

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

2% a year

Clients

19

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$2,849,586

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145253

Website

safeadvice.com (opens in new tab)

Phone

(817) 737-6818

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth