PlannerFees

Resonance Financial, LLC fees and pricing

Financial planner in Cedar Park, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Resonance Financial, LLC charges $250 an hour and a quarterly fee of $1,250 for financial planning.

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
$250/hr
“We will charge an hourly fee of $250, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
Quarterly fee
$1,250/qtr
“There is a minimum quarterly fee of $1250.”

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

How Resonance Financial, LLC bills

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

  • “The usual fee for us to provide analysis, but not create a plan, is $350 per hour which may be negotiable depending upon the nature and complexity of your circumstances.”
  • “Hourly fees are charged in advance and are non-refundable.”
  • “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”

How Resonance Financial, LLC’s fees compare

  • Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
  • 1 of the 6 other planners in Cedar Park that publish an hourly rate charge less.

About Resonance Financial, LLC

“We provide asset management, financial planning, and consulting services to high net worth individuals, trusts, and foundations. We provide various asset management, financial planning, and consulting services, with an emphasis on retirement planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning

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
Minimum
$500,000 in assets (stated in brochure)
Clients
20
Employees
1
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$42,654,084
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
171095
Website
rezfin.com (opens in new tab)
Phone
(512) 456-7554

Can advise clients in 2 states: Louisiana, Texas

Other planners in Cedar Park that publish fees

Compare all 14 planners in Cedar Park

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.