Safe Landing Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$30,000

“The fixed annual component of the advisory fee generally ranges from $4,000 to $30,000, depending on the scope of services and financial complexity.”

Quarterly fee

$12,500/qtr

“Ongoing Quarterly Fee (beginning Q2 2026): $12,500 ÷ 4 = $3,125.00”

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

How Safe Landing Financial bills

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

• “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Safe Landing Financial’s fees compare

• Its flat or project fee of $4,000-$30,000 is above the Texas median of $3,850. 93% of the 401 other Texas planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Round Rock that publish a flat or project fee charge less.

About Safe Landing Financial

• Principal: Brian Fry
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 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

3% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

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

$12,363,790

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297835

Website

twitter.com/safelandingfin (opens in new tab)

Phone

(512) 662-1835

Can advise clients in 2 states: California, Texas

Other planners in Round Rock that publish fees

• Everyplan FinancialRound Rock$209/hr, $999⁠-⁠$8,000
• Greenbelt Investment Advisors, LLCRound Rock$150/hr
• Isf Advisory, LLCRound Rock$280/hr, $2,500⁠-⁠$3,000
• Majestic Oak Financial, LLCRound Rock$3,500⁠-⁠$10,000
• Maravi Capital ManagementRound Rock$200/hr
• Perry Investment Management, LLCRound Rock$200/hr, $1,000⁠-⁠$10,000

Compare all 16 planners in Round Rock