Riverchase Wealth Management, LLC fees and pricing
Financial planner in Flower Mound, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Riverchase Wealth Management, LLC charges a flat or project fee of $500-$15,000 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.
- Flat or project fee
- $500-$15,000
“9 Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Riverchase Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, and clients may terminate their contracts with ten days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
- “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”
How Riverchase Wealth Management, LLC’s fees compare
- Its flat or project fee of $500-$15,000 spans the Texas median of $3,850. 75% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Flower Mound that publish a flat or project fee charge less.
About Riverchase Wealth Management, LLC
“Prior to engaging the firm to provide any services, the client is required to enter into one or more written agreements with Riverchase Wealth Management, LLC setting forth the terms and conditions under which the firm renders its services.”
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 169
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $251,469,812
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156950
- Phone
- (972) 471-9013
Can advise clients in 3 states: Colorado, Pennsylvania, Texas
Other planners in Flower Mound that publish fees
- Deaj Insurance and Investments ConsultingFlower Mound$250-$400/hr, $400
- Mckeel Capital ManagementFlower Mound$350/hr, $1,200
- Wykrent, DamonFlower Mound$150/hr, $3,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
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.