Root Financial Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$750/hr

“If the client terminates the agreement more than five (5) business days after signing, Root will retain up to 50% of the fixed fee to the extent services have been rendered, and any unearned portion will be refunded Financial Planning (Hourly Fee) Financial planning services are offered at an hourly rate ranging…”

Flat or project fee

$2,000⁠-⁠$65,000

“Fixed fees generally range between $2,000 and $65,000, though fees outside of this range may apply in certain complex situations.”

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

How Root Financial Partners bills

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

• “The investment advisory contract entered into with Root may be terminated by the client within five (5) business days of signing the contract without penalty, and with a full refund of any fees paid.”
• “The minimum fee is billed quarterly, in advance, via manual invoice to the client.”
• “Once the client’s calculated advisory fees exceed the $10,000 minimum on an annualized basis, billing will automatically convert to the firm’s standard method, monthly in arrears via account debit, and direct invoicing will be discontinued.”

How Root Financial Partners’ fees compare

• Its hourly rate of $250-$750 spans the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 46 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$65,000 spans the Texas median of $3,850. 97% of the 401 other Texas planners that publish a flat or project fee charge less.
• 46 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Root Financial Partners

• Principal: James Conole
• Firm size: 65 employees.
• Founded: 2017 (9 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

1.25% a year

Clients

852

Employees

65

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

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

$2,147,774,389

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290289

Website

instagram.com/rootfinancialpartners (opens in new tab)

Phone

(760) 452-0720

Can advise clients in 47 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

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