Redfish Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“ONE TIME FINANCIAL PLANNING Redfish charges either a fixed fee based on complexity and unique Client needs for financial planning or an hourly fee not to exceed $500 per hour.”

Flat or project fee

$250⁠-⁠$5,000

“Services are offered based on a flat fee between $250 and $5,000.”

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

How Redfish Capital bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed - 5- mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fees will be billed quarterly in arrears.”

How Redfish Capital’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.
• 4 of the 4 other planners in Cypress that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the Texas median of $3,850. 31% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Cypress that publish a flat or project fee charge less.

About Redfish Capital

• Firm size: 4 employees.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

2% a year

Clients

168

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$119,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323348

Website

redfish-cap.com (opens in new tab)

Phone

(281) 256-3100

Can advise clients in 2 states: Louisiana, Texas

Other planners in Cypress that publish fees

• Asset Lift Wealth Management, LLCCypress$250/hr
• Centric Advisors, LLCCypress$100⁠-⁠$500/hr, $250⁠-⁠$20,000
• Next Step Financial TransitionsCypress$500, $275/mo
• Toprac Financial LLCCypress$210/hr
• Wealth and PlanCypress$250/hr, $2,000⁠-⁠$5,000

Compare all 6 planners in Cypress