PRS Wealth Management fees and pricing
Financial planner in Coppell, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, PRS Wealth Management charges a flat or project fee of $3,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$30,000
“The negotiated fixed rate for creating client financial plans is between $3,000 and $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How PRS Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment advisory fees for portfolio management services are paid quarterly in arrears, unless otherwise agreed upon, and will be deducted from client accounts.”
- “The investment advisory fees are negotiable, and the final fee schedule and payment arrangements will be memorialized in the client’s advisory agreement.”
- “Investment advisory fees will be prorated through the termination date.”
How PRS Wealth Management’s fees compare
- Its flat or project fee of $3,000-$30,000 spans the Texas median of $3,850. 92% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Coppell that publish a flat or project fee charge less.
About PRS Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2009 (17 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
- 2.5% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 50
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $66,979,745
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296319
- Phone
- (214) 206-1700
Other planners in Coppell that publish fees
- Collective Wealth Advisors LLCCoppell$300/hr, $500-$5,000
- Optimus Capital Advisors, LLCCoppell$250/hr, $500
- Pathsetter FinancialCoppell$250/hr, $500-$8,000
- Serendib Capital Management LLCCoppell$200/hr
- Stratia Wealth Management, LLCCoppell$400/hr
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.