Stephanie E. Doyle Investment Management fees and pricing
Financial planner in Kingwood, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 29, 2026, Stephanie E. Doyle Investment Management charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Investment Planning Fee Schedule: $150.00 per hour The number of hours required for asset allocation planning will be determined in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stephanie E. Doyle Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As it is impossible to directly debit the fees from these accounts, those fees will be assigned to the client’s taxable accounts on a pro-rata basis.”
- “If the client does not have a taxable account, those fees will be billed directly to the client.”
- “One half will be due upon signing the Asset allocation agreement, the balance will be due upon delivery of the completed plan.”
How Stephanie E. Doyle Investment Management’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Kingwood that publish an hourly rate charge less.
About Stephanie E. Doyle Investment Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2005 (21 years).
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
- 20
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $7,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137067
- Phone
- (713) 447-5319
Other planners in Kingwood that publish fees
- LCM FinancialKingwood$300/hr
- Lifeplan Financial Services, LPKingwood$275/hr, $2,475-$5,500
- MTR Financial Services, LLCKingwood$85-$150/hr
- Roth Financial Partners LLCKingwood$100-$500/hr, $2,000-$5,000
- Silverstone Private WealthKingwood$2,000-$10,000
- Us 1ST Wealth ManagementKingwood$200/hr, $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.