R1 Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

Up to $300/hr

“Hourly consulting fees will range from $0 to $300 per hour depending on the complexity of the task.”

Flat or project fee

Up to $3,000

“Flat fees for creating financial plans will be between $0 and $3,000 depending on the complexity of the situation and time involved.”

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

How R1 Financial Group bills

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

• “Fees are paid quarterly (four times per year) in advance and are calculated by dividing the annual fee percentage by four (4), then multiplying that number by the client's assets under management.”
• “Clients may instead choose to be invoiced and billed directly 4 for portfolio management fees.”
• “The same quarterly billing schedule will apply in this case, and clients can pay invoices by check.”

How R1 Financial Group’s fees compare

• Its hourly rate of up to $300 spans the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• 2 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of up to $3,000 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About R1 Financial Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

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

3% a year

Minimum

No minimum stated in brochure

Clients

43

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$21,474,792

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166051

Website

r1financialgroup.com (opens in new tab)

Phone

(214) 628-9100

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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