Secure Financial Management fees and pricing
Financial planner in San Antonio, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 18, 2026, Secure Financial Management charges a flat or project fee of $5,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$20,000
“One-time financial planning projects have a cost between $5,000 and $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Secure Financial Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your Account opened at any time other than the beginning of the billing period.”
- “If investment advisory services commence in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “Fees charged for our investment advisory services are negotiable based on the potential for additional account deposits, the total amount of assets under management for the client, and as determined by your investment adviser representative.”
How Secure Financial Management’s fees compare
- Its flat or project fee of $5,000-$20,000 is above the Texas median of $3,850. 87% of the 401 other Texas planners that publish a flat or project fee charge less.
- 15 of the 18 other planners in San Antonio that publish a flat or project fee charge less.
About Secure Financial Management
“We consider ourselves to specialize in retirement planning, which can be described as providing you with the guidance and tools to identify any unique risks to your investments, analyzing the capabilities of your insurance coverage, and creating personalized strategies for your retirement needs.”
- Firm size: 12 employees.
- Founded: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.5% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 584
- Employees
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $399,765,022
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169278
- Phone
- (210) 428-6250
Other planners in San Antonio that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- Avora Wealth LLCSan Antonio$3,200, $2,500/yr
- B365investSan Antonio$350
- Best InvestSan Antonio$250/hr
- Boynton Financial LLCSan Antonio$150/hr, $300-$1,000
- Carr Consulting P.A.San Antonio$200-$600
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.