PlannerFees

Shorter, Alden M fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Shorter, Alden M charges $200 an hour, a flat or project fee of $2,000, and a quarterly fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Hourly fees are charged at a rate of $200.00 per-hour, including meeting time and preparation time (“Hourly Fee”).”
Flat or project fee
$2,000
“Clients pay a flat fee of $2,000.00 and make a deposit against the fee as agreed in advance and set forth in the written agreement between the Client and the Firm.”
Quarterly fee
$500/qtr
“Clients pay a flat quarterly retainer fee of $500.00 (“Flat Quarterly Retainer”).”

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

How Shorter, Alden M bills

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

  • “Such restrictions must be communicated to the Firm in advance and documented in writing.”
  • “Other Consulting Services Other Consulting Services include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the Firm in advance.”
  • “The Flat Quarterly Retainer is billed quarterly in advance. b.”

How Shorter, Alden M’s fees compare

  • Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
  • 11 of the 67 other planners in Houston that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 11 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Shorter, Alden M

“Offered Shorter, Alden M. primarily provides two types of advisory services: Financial Planning Services and Investment Management Services. The combination of these services is called “Wealth Management Services.” The Firm occasionally provides “Other Consulting” services on a case by case basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Alden M. Shorter
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement 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
2.5% 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
317804
Phone
(201) 245-6933

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