Sammons Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $500 per hour.”

Flat or project fee

$4,500

“One-Time Financial Planning Services One-Time Financial Planning Services require a one-time fixed planning fee of $4,500 for an individual and $6,500 for a couple.”

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

How Sammons Wealth bills

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

• “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Fees are prorated based on the number of days services are provided during the initial billing period for services commenced at any time other than the beginning of a calendar quarter.”
• “The prorated fee for the initial billing period is based on the value of the account when services commence and is due immediately.”

How Sammons Wealth’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 51 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $4,500 is above the Texas median of $3,850. 52% of the 401 other Texas planners that publish a flat or project fee charge less.
• 25 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Sammons Wealth

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Divorce

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

Minimum

$10,000 minimum fee (stated in brochure)

Clients

33

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$64,446,180

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286284

Website

sammonswealth.com (opens in new tab)

Phone

(972) 440-1194

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

Compare all 139 planners in Dallas