Sa Financial Solutions, LLC fees and pricing

Financial planner in San Antonio, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 24, 2026, Sa Financial Solutions, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Consultation Services Consultation Services are offered based on an hourly fee basis of $200 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Fees for financial planning services are due upon delivery of the completed plan/recommendations.”

Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
3 of the 24 other planners in San Antonio that publish an hourly rate charge less.

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: 3
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $438,074
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 157790
Website: safinancialsolutions.com (opens in new tab)
Phone: (210) 497-8743

Is something on this page wrong or out of date?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.