Springwood Financial Advisors fees and pricing

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

$300/hr

“At an hourly rate of $300 per hour. 8 2.”

Flat or project fee

$5,000⁠-⁠$15,000

“Financial plans will typically be quoted a fee ranging from $5,000 to $15,000, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.”

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

How Springwood Financial Advisors bills

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

• “Financial planning fees are due in arrears, upon presentation of a financial plan to a client.”
• “Hourly fees will be due after an initial plan is presented to a client, but ongoing hours shall be billed quarterly on an as-needed basis.”

How Springwood Financial Advisors’ 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.
• 25 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$15,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
• 39 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Springwood Financial Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Business owners

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

1.15% a year

Clients

6

Employees

1

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$23,796,615

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131190

Website

springwood-financial.com (opens in new tab)

Phone

(972) 386-5444

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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