Sather Financial Group, Inc. fees and pricing

Financial planner in Victoria, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 10, 2026, Sather Financial Group, Inc. charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “The typical fee for services of this nature is $350 per hour.”

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

“This gives us the ability to double check each other’s work and, if one of us is out of the office, the service to that client does not diminish.”
“Once the comprehensive exam is successfully passed, a candidate must still pass an ethics background check and have three years of industry experience.”
“Depending upon the size of the relationship, fees may be negotiable.”

Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
2 of the 2 other planners in Victoria 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: 1% a year
Clients: 448
Employees: 9
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed: $2,267,064,012
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 109344
Website: satherfinancial.com (opens in new tab)
Phone: (361) 570-1800

Can advise clients in 4 states: Louisiana, Nebraska, New Hampshire, Texas

Is something on this page wrong or out of date?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