Spenditright LLC fees and pricing
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 8, 2026, Spenditright LLC charges $250 an hour and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The firm’s hourly rate for advisory and analysis services is $250 per hour.”
- Annual fee
- $2,000/yr
“Basic portfolio oversight → $2,000 per year”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spenditright LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Project-based fees may also be offered and will be agreed upon in advance and outlined in the client’s advisory agreement.”
- “Divorce financial analysis services are billed at the firm’s standard hourly rate or as a project fee, as agreed upon in advance.”
How Spenditright 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.
- 19 of the 67 other planners in Houston that publish an hourly rate charge less.
- Its annual fee of $2,000 is below the Texas median of $6,000. 21% of the 106 other Texas planners that publish an annual fee charge less.
- 5 of the 16 other planners in Houston that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Spenditright LLC
“Financial Advisory Services ((Hourly and Project-Based) SIR provides financial advisory services on an hourly or project basis focused on financial analysis, scenario modeling, and decision support related to specific financial questions or transitions.”
- Principal: Sandhya Gopal
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338070
- Phone
- (281) 306-3285
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.