Saxon Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Fees for hourly Financial Planning typically range from $150 to $250 an hour.”

Flat or project fee

$1,700

“Estate Planning Document Generation – Saxon Financial Group offers estate planning document generation services as an additional service under financial planning for a one-time flat fee of either $1,700 per household or $1,000 per individual.”

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

How Saxon Financial Group bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Investment management fees are prorated for deposits and withdrawals of $100,000 or more throughout the quarter and are reflected in the next quarter’s fee.”

How Saxon Financial Group’s fees compare

• Its hourly rate of $150-$250 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• 11 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $1,700 is below the Texas median of $3,850. 18% of the 401 other Texas planners that publish a flat or project fee charge less.
• 8 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Saxon Financial Group

• Firm size: 19 employees.
• Registered as an adviser: 2021 (5 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

1.35% a year

Clients

509

Employees

19

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$679,123,679

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311687

Website

linkedin.com/company/10644737 (opens in new tab)

Phone

(713) 425-5340

Can advise clients in 5 states: California, Colorado, Florida, Louisiana, Texas

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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