PlannerFees

Shah Tax and Financial Planning fees and pricing

Financial planner in Frisco, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 29, 2024, Shah Tax and Financial Planning charges $175 an hour, a flat or project fee of $1,000⁠-⁠$3,000, a monthly fee of $500⁠-⁠$750, and an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 29, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$175/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $175 per hour.”
Flat or project fee
$1,000⁠-⁠$3,000
“The service consists of an initial planning fee ranging from $1000 - $3,000, and an ongoing annual fee ranging from $500 - $750 per month.”
Monthly fee
$500⁠-⁠$750/mo

From the same sentence as above.

Annual fee
$3,000/yr
“The standard ongoing annual fee is $3,000, but clients may be eligible for potential discounts based on their pre-tax household income and the complexity of their financial situation in order to make the service more affordable and accessible.”

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

How Shah Tax and Financial Planning bills

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

  • “The initial planning fee is due upon executing our agreement, however, ShahPlanning will not bill an amount above $1000 more than 6 months in advance.”
  • “Upon termination of any engagement, the fee will be prorated, and any unearned fee will be refunded to the client.”
  • “The fixed fee can range between $1000 and $3,000 and may be negotiable.”

How Shah Tax and Financial Planning’s fees compare

  • Its hourly rate of $175 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
  • None of the 10 other planners in Frisco that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$3,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 1 of the 7 other planners in Frisco that publish a flat or project fee charge less.
  • Its annual fee of $3,000 is below the Texas median of $6,000. 29% of the 106 other Texas planners that publish an annual fee charge less.
  • 1 of the 4 other planners in Frisco that publish an annual fee charge less.

About Shah Tax and Financial Planning

  • Principal: Ashish Shah
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
291763
Phone
(214) 425-9043

Other planners in Frisco that publish fees

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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.