PlannerFees

Real Wealth Planning fees and pricing

Financial planner in Sunset Valley, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Real Wealth Planning charges $500 an hour, a flat or project fee of $2,000⁠-⁠$20,000, and an annual fee of $12,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Fees are based on our hourly rate of $500 with a two-hour minimum.”
Flat or project fee
$2,000⁠-⁠$20,000
“Fees for Ongoing Financial Planning consist of an upfront charge of $2,000 - $20,000 based on the Clients net worth and complexity of the plan (can be waived at firm's discretion) and an ongoing fee that is paid monthly or quarterly, in arrears, at a rate determined by the following schedule:”
Annual fee
$12,500/yr
“The minimum annual fee is $12,500 and includes the first $1,000,000 of assets under management.”

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

How Real Wealth Planning bills

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

  • “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
  • “No other increase in the annual fee shall be effective without prior client consent. 6 Fees for this service may be directly debited from a managed investment account or paid by electronic funds transfer or check.”
  • “Since fees are paid in arrears, no refund will be needed upon termination of the engagement.”

How Real Wealth Planning’s fees compare

  • Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$20,000 spans the Texas median of $3,850. 85% of the 401 other Texas planners that publish a flat or project fee charge less.
  • Its annual fee of $12,500 is above the Texas median of $6,000. 79% of the 106 other Texas planners that publish an annual fee charge less.

About Real Wealth Planning

“As a part of Comprehensive Financial planning, we provide consulting services for Clients who currently operate their own business, are considering starting a business, or are planning for an exit from their current business.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Sarah Ponder
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • 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
1.5% a year
Minimum
$12,500 minimum fee (stated in brochure)
Clients
47
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$37,229,044
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
311106
Website
instagram.com/realwealthplanning (opens in new tab)
Phone
(512) 222-7521

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