Stoecker Financial, Inc. fees and pricing
Financial planner in Plano, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 15, 2026, Stoecker Financial, Inc. charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“Client will pay a retainer of $2,500.00 with a fully executed Financial & Tax Planning Contract.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stoecker Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Retainer is due in full upon acceptance of this agreement in the form of a Debit / Credit Card payment, and prior to the start of any Financial Planning preparation.”
- “Fees will be paid monthly or quarterly, depending on the Advisor firm, from each account, in arrears on assets we personally manage and in arrears on assets using other advisors (see other advisor ADVII).”
- “Accounts that are closed or withdrawals taken in the middle of a quarter will be billed or refunded on a pro-rated basis.”
How Stoecker Financial, Inc.’s fees compare
- Its annual fee of $2,500 is below the Texas median of $6,000. 25% of the 106 other Texas planners that publish an annual fee charge less.
- 1 of the 4 other planners in Plano that publish an annual fee charge less.
About Stoecker Financial, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 17
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $15,772,431
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119796
- Phone
- (214) 536-4678
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.