Private Group Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“Our Financial Planning fees are calculated and charged on an hourly basis which is typically $125 per hour.”

Flat or project fee

$1,500⁠-⁠$3,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,500 to $3,000, depending on the specific arrangement reached with the client.”

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

How Private Group Wealth Management, LLC bills

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

• “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
• “All fees are negotiable and are agreed upon prior to entering into a contract with any client.”
• “The balance is due upon completion of the plan.”

How Private Group Wealth Management, LLC’s fees compare

• Its hourly rate of $125 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,000 is below the Texas median of $3,850. 24% of the 401 other Texas planners that publish a flat or project fee charge less.

About Private Group Wealth Management, LLC

• Firm size: 2 employees.
• Founded: 2001 (25 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.25% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

61

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$32,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118231

Website

pgwm.net (opens in new tab)

Phone

(361) 442-5105

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

Compare all 1,092 planners in Texas