Sharpedge Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“For the fixed onboarding fee, the final fee will be based on the number of hours worked during the 90-day onboarding period at the rate of $300 per hour.”

Flat or project fee

$2,500

“Fixed fees typically start at $2,500.”

Monthly fee

$400⁠-⁠$750/mo

“Additionally, to cover the ongoing review and maintenance of your financial plan, we also charge an ongoing subscription fee, typically ranging from $400 to $750 per month, but fees could be higher for clients with more complex financial situations.”

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

How Sharpedge Financial bills

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

• “Fees could be negotiable based on certain factors, such as the complexity of your financial situation or total assets under management.”
• “The annual fee for Investment Management Services is based on a percentage of your assets under management, paid monthly and in advance, according to the schedule below.”
• “This means the assets in your investment portfolio will be billed at different levels according to the fee schedule above.”

How Sharpedge Financial’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 5 other planners in Southlake that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Southlake that publish a flat or project fee charge less.

About Sharpedge Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate 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

1.25% a year

Clients

32

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$9,533,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331971

Website

sharpedgefinancial.com (opens in new tab)

Phone

(469) 476-2890

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