Strada Wealth Management, LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Strada Wealth Management, LLC charges a flat or project fee of $450, a monthly fee of $500, and an annual fee of $5,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $450
“Every financial planning engagement requires a $450 onboarding fee.”
- Monthly fee
- $500/mo
“Independent or Investment Management Independent clients will be billed a flat, $500 monthly fee and will have no access to institutional portfolio management services offered by the Firm.”
- Annual fee
- $5,000-$10,000/yr
“SWM requires a retainer in the amount of $5,000 - $10,000 depending upon complexity prior to starting any engagement unless otherwise agreed upon between the Client and SWM.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strada Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Once a client is onboarded, financial planning will commence and clients will be billed at an hourly rate of $195/hour for Paraplanner work or $400/hour for work performed by Principal Planner of the Firm.”
- “Fees will be billed monthly, in arrears.”
- “Flat fees are based on the complexity of the estate and are billed quarterly, in arrears.”
How Strada Wealth Management, LLC’s fees compare
- Its flat or project fee of $450 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 48 other planners in Austin that publish a flat or project fee charge less.
- Its annual fee of $5,000-$10,000 spans the Texas median of $6,000. 58% of the 106 other Texas planners that publish an annual fee charge less.
- 11 of the 22 other planners in Austin 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 Strada Wealth Management, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Clients
- 27
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $30,862,907
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167718
- Phone
- (866) 526-7098
Can advise clients in 2 states: Texas, West Virginia
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.