Presley Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour based on complexity and unique client needs.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

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

How Presley Capital Management, LLC bills

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

• “Client will pay nothing to start with the balance payable after ninety (90) days.”
• “Fees are billed quarterly in arrears based on the amount of assets to be managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Contract for a full refund.”

How Presley Capital Management, LLC’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.

About Presley Capital Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2008 (18 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

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147993

Phone

(817) 249-1414

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

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