Snowcap Capital Management fees and pricing

Financial planner in Dallas, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Snowcap Capital Management charges $200⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$400/hr; “Fees for financial planning and consulting are $200 to $400 per hour depending on the complexity of the engagement.”

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

“Half the fee is payable upon signing the Agreement and the balance upon delivery of the written plan.”
“Half the estimated fee is payable upon signing the Agreement and the balance upon delivery of the services.”
“For investment advisory services the fee will be payable quarterly.”

Its hourly rate of $200-$400 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
25 of the 56 other planners in Dallas that publish an hourly rate charge less.

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% a year
Clients: 10
Employees: 2
Works with: Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $238,889,532
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 146883
Website: snowcapmanagement.com (opens in new tab)
Phone: (214) 739-2025

Is something on this page wrong or out of date?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.