Prestige Wealth Management fees and pricing
Financial planner in Southlake, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 23, 2026, Prestige Wealth Management charges $250 an hour, a flat or project fee of $250-$1,500, and a monthly fee of $100-$600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate used for this purpose is $250/hour.”
- Flat or project fee
- $250-$1,500
“Clients who utilize estate planning services will be charged a flat coordination fee ranging between $250-$1,500, as defined in the financial planning agreement.”
- Monthly fee
- $100-$600/mo
“On-going, subscription based financial planning service fees are $100 - $600 monthly.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prestige Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be calculated as a percentage of assets under management (AUM) based on the average daily balance of account(s) and deducted from Client account(s) in arrears on a monthly basis.”
- “The fee is negotiable based on the size, complexity, and number of the account(s) managed.”
- “Financial Planning fees can be paid via check to PWM or clients may choose to pay through direct deduction from their non-qualified investment account, or client can be invoiced and processed through a third-party nonaffiliated service, AdvicePay.”
How Prestige Wealth Management’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Southlake that publish an hourly rate charge less.
- Its flat or project fee of $250-$1,500 is below the Texas median of $3,850. 7% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 8 other planners in Southlake that publish a flat or project fee charge less.
About Prestige Wealth Management
- Firm size: 9 employees.
- 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
- Clients
- 297
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $148,381,816
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336264
- Phone
- (817) 637-8121
Can advise clients in 4 states: California, Louisiana, Texas, Virginia
Other planners in Southlake that publish fees
- Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000-$15,000
- Combs Capital PartnersSouthlake$2,500
- Corps Capital Advisors, LLCSouthlake$500-$1,000/hr
- Much Wealth Management, Inc.Southlake$1,000-$10,000
- One Xvi WealthSouthlake$250/hr, $1,500-$10,000
- Openair Financial, LLCSouthlake$5,000
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.