Stevenson Advisory Services & Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“SASI charges an hourly fee of $150 per hour for financial planning.”

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

How Stevenson Advisory Services & Investments bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial planning are due upon delivery of the completed plan.”
• “The Client must consent in advance to direct debiting of their investment account.”

How Stevenson Advisory Services & Investments’ 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.
• None of the 3 other planners in Weatherford that publish an hourly rate charge less.

About Stevenson Advisory Services & Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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

2% a year

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317925

Phone

(530) 949-5000

Other planners in Weatherford that publish fees

• Bentoak CapitalWeatherford$50⁠-⁠$300/hr, $500⁠-⁠$20,000
• Exponential Advisors LLCWeatherford$5,000
• Forthright Financial ServicesWeatherford$250/hr, $500⁠-⁠$10,000
• Hamrick Financial, LLCWeatherford$200/hr

Compare all 5 planners in Weatherford