Probity Advisors, Inc. fees and pricing

Financial planner in Dallas, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Probity Advisors, Inc. charges $100⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$250/hr; “Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $250 per hour.”

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

“The fee is calculated and billed in accordance with the annuity sponsor’s procedures and systems.”
“The balance is due upon completion of the plan.”
“The client will be billed quarterly in arrears based on actual hours accrued.”

Its hourly rate of $100-$250 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
6 of the 56 other planners in Dallas that publish an hourly rate charge less.

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: 1.22% a year
Minimum: $100 minimum fee (stated in brochure)
Clients: 543
Employees: 9
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
Assets managed: $859,437,305
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 121849
Website: probityadvisors.com (opens in new tab)
Phone: (214) 891-8131

Is something on this page wrong or out of date?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.