R & R Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$240/hr

“Retirement Planning Estate Planning & Administration Income Tax Planning Investment Planning (including recommendations on a company retirement plan (401k)) Education planning Clients using these services will be billed on an hourly basis, at a rate of $240 per hour, with a onehalf (1/2) hour minimum applicable rate.”

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

How R & R Financial Services, LLC bills

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

• “Charles Schwab & Company) are billed quarterly in advance for the services provided.”
• “For accounts that are opened or closed during the Calendar quarter, the fee payable is pro-rated for the period.”
• “The fees shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”

How R & R Financial Services, LLC’s fees compare

• Its hourly rate of $240 is below the Texas median of $275. 27% of the 468 other Texas planners that publish an hourly rate charge less.

About R & R Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 1992 (34 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

43

Employees

1

Works with

Individuals and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$26,782,311

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

114644

Phone

(409) 527-4635

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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