Scott and Associates of Texas, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300.”

Flat or project fee

$500⁠-⁠$5,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $5,000.”

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

How Scott and Associates of Texas, Inc. bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with fourteen days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

How Scott and Associates of Texas, Inc.’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.

About Scott and Associates of Texas, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2013 (13 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

1.5% a year

Clients

42

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$16,569,710

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166650

Website

scottandassociatesoftexas.com (opens in new tab)

Phone

(713) 957-0685

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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