Relevance Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“These fees are largely determined by the scope and complexity of the agreed-upon services and range from $100 to $400 on an hourly basis and $2,500 to $10,000 on a fixed-fee basis.”

Flat or project fee

$2,500⁠-⁠$10,000

From the same sentence as above.

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

How Relevance Capital Management bills

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

• “The annual percentage fee amounts listed in the schedule below are prorated and charged quarterly, in advance.”
• “The specific terms and fee structure are negotiated in advance and set forth in the Agreement.”
• “Generally, the Firm requires one-half of the financial planning or consulting fee payable upon execution of the Agreement and the balance due at the time the financial plan is delivered or the underlying services are rendered to completion.”

How Relevance Capital Management’s fees compare

• Its hourly rate of $100-$400 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 2 other planners in Denton that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Texas median of $3,850. 69% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Denton that publish a flat or project fee charge less.

About Relevance Capital Management

• Firm size: 5 employees.
• Registered as an adviser: 2012 (14 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

1% a year

Clients

279

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$495,858,047

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

159983

Website

relevancecm.com (opens in new tab)

Phone

(940) 387-7526

Can advise clients in 6 states: California, Colorado, Louisiana, New Hampshire, Oklahoma, Texas

Other planners in Denton that publish fees

• Frontline Wealth ManagementDenton$350/hr, $1,000
• Hedgefield Wealth ManagementDenton$300/hr, $5,000⁠-⁠$30,000
• 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

Compare all 5 planners in Denton