Second Opinion Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

Up to $250/mo

“Fees for second opinion financial subscription services include an initial onboarding fee, typically ranging from $0 to $500, and an ongoing monthly fee typically ranging from $0 to $250, depending on the complexity of your situation.”

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

How Second Opinion Financial bills

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

• “Below is a brief description of our fees; however, fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “The annualized flat fee for investment management services typically ranges between $3,000 and $12,000 and is paid monthly in arrears in installments of $250 to $1,000.”
• “Our advisory fee is prorated for any partial billing period occurring during the engagement, including the initial and terminating billing periods.”

How Second Opinion Financial’s fees compare

• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Second Opinion Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327921

Website

secondopinionfp.com (opens in new tab)

Phone

(214) 509-8402

Other planners in Southlake that publish fees

• Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000⁠-⁠$15,000
• Combs Capital PartnersSouthlake$2,500
• Corps Capital Advisors, LLCSouthlake$500⁠-⁠$1,000/hr
• Much Wealth Management, Inc.Southlake$1,000⁠-⁠$10,000
• One Xvi WealthSouthlake$250/hr, $1,500⁠-⁠$10,000
• Openair Financial, LLCSouthlake$5,000

Compare all 18 planners in Southlake