SF Planning Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$250

“Financial Planning fees are paid monthly in advance, ranging from $100 to $250.”

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

How SF Planning Group LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 9 SFPG collects an initial fee, no greater than $1,200.”

How SF Planning Group LLC’s fees compare

• Its flat or project fee of $100-$250 is below the Texas median of $3,850. None of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 9 other planners in The Woodlands that publish a flat or project fee charge less.

About SF Planning Group LLC

• Principal: Jason Stepanik
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

0.75% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$4,750,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331145

Website

sfpgrp.com (opens in new tab)

Phone

(713) 909-0940

Other planners in The Woodlands that publish fees

• Anchored WealthThe Woodlands$400/hr
• Assurance Wealth ManagementThe Woodlands$1,500⁠-⁠$2,500
• Awm Financial Services Inc.The Woodlands$1,000/hr
• Cooksen Wealth, LLCThe Woodlands$2,500⁠-⁠$5,000
• Diamond Client Group, LLCThe Woodlands$2,500⁠-⁠$100,000, $250⁠-⁠$8,000/mo
• HFG Wealth Management, LLCThe Woodlands$400/hr

Compare all 24 planners in The Woodlands