Saddock Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$725/hr

“Hourly fees range from $100 to $725 per hour, billed in 15-minute increments, depending on the advisory professional providing the service, that individual’s experience and expertise, and the nature and complexity of the engagement.”

Flat or project fee

$7,000⁠-⁠$13,000

“Fixed fees typically range from $7,000 to $13,000, depending on the scope and complexity of the engagement.”

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

How Saddock Wealth, LLC bills

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

• “In some cases, clients may be invoiced directly.”
• “Upon termination of an investment management engagement, fees will be prorated based on the number of days services were provided during the billing period, and any unearned fees will be refunded promptly.”
• “Fixed fees may be billed in advance, in installments, upon completion, or pursuant to another billing arrangement as specified in the client agreement.”

How Saddock Wealth, LLC’s fees compare

• Its hourly rate of $100-$725 spans the Texas median of $275. 84% of the 468 other Texas planners that publish an hourly rate charge less.
• 47 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $7,000-$13,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
• 39 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Saddock Wealth, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners

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

1.5% a year

Clients

9

Employees

9

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$94,325,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

161568

Website

saddockwealth.com (opens in new tab)

Phone

(972) 437-5201

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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