Sendera Wealth Advisors fees and pricing
Financial planner in Richardson, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Sendera Wealth Advisors charges a flat or project fee of $7,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500-$15,000
“Services are offered based on a fixed fee and are typically between $7,500 and $15,000 but are never expected to exceed $75,000 depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sendera Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the average daily balance of the Client’s accounts throughout the billing period.”
- “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
- “However, as it might not be possible to directly debit the fees from these accounts, those fees will be deducted from the Client’s nonqualified account(s), or the Client will be billed directly.”
How Sendera Wealth Advisors’ fees compare
- Its flat or project fee of $7,500-$15,000 is above the Texas median of $3,850. 86% of the 401 other Texas planners that publish a flat or project fee charge less.
About Sendera Wealth Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,738,172
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333652
- Phone
- (972) 332-1644
Other planners in Richardson that publish fees
- LD Lowe Wealth AdvisoryRichardson$500/hr
- Lemnis CapitalRichardson$2,000-$5,000, $30/mo
- Strategic Wealth PlanningRichardson$750-$10,000/yr
- Tuggle & Russell, L.L.C.Richardson$150/hr
Is something on this page wrong or out of date?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.