Spartan Wealth Solutions LLC fees and pricing
Financial planner in Plano, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Spartan Wealth Solutions LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“SWS charges an hourly rate of $250 per hour plus costs incurred for financial and business advisory services. 50% of the fees are payable at the time the agreement is signed payable by check or other mutually agreeable form of payment.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spartan Wealth Solutions LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid in advance in quarterly installments based on the value of assets under management at the end of the preceding year (measurement date).”
- “Fees may be negotiable at the discretion of Spartan Wealth Solution LLC.”
- “You will receive a prorated refund of those fees.”
How Spartan Wealth Solutions LLC’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 3 of the 15 other planners in Plano that publish an hourly rate charge less.
About Spartan Wealth Solutions LLC
“The firm was initially established in 2018 when the owner pursued his passion for personal finance and started providing financial coaching and planning services after working in Public Accounting and Corporate Finance for over 15 years.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9,335,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297328
- Phone
- (717) 742-0538
Can advise clients in 1 state: Pennsylvania
Other planners in Plano that publish fees
- Astra Wealth Management GroupPlano$750/hr
- BDJ Wealth Management LLCPlano$15,000/yr
- Crescent Investment Solutions LLCPlano$500/yr
- Crestway Advisory GroupPlano$300/hr
- Gordon Oak Financial, LLCPlano$5,000-$10,000
- Insight Wealth PartnersPlano$2,500
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.