Strategic Financial Concepts, LLC fees and pricing
Financial planner in San Antonio, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Strategic Financial Concepts, LLC charges $500 an hour and a flat or project fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fees are $500 per hour.”
- Flat or project fee
- $250
“SFC requires an annual minimum fee of $250 for on-going planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Financial Concepts, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Planning fees can be paid annually, semi-annually, or quarterly in arrears or in advance and will be drafted from the asset account or billed directly in arrears or in advance.”
- “Any unearned prepaid fees will be returned to the Client and any fees due for work completed will be due and payable immediately.”
- “Fees may be negotiable 7 Strategic Financial Concepts, LLC Form ADV Part 2A Brochure based on individual Client circumstances and the scope of the relationship.”
How Strategic Financial Concepts, LLC’s fees compare
- Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
- 18 of the 24 other planners in San Antonio that publish an hourly rate charge less.
- Its flat or project fee of $250 is below the Texas median of $3,850. None of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 18 other planners in San Antonio that publish a flat or project fee charge less.
About Strategic Financial Concepts, LLC
“Financial planning typically involves providing a variety of services, principally advisory in nature, to Clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 41 employees.
- Registered as an adviser: 2006 (20 years).
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
- 3% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 3,698
- Employees
- 41
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $927,710,771
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141849
- Phone
- (210) 737-7800
Can advise clients in 37 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in San Antonio that publish fees
- 1900 WealthSan Antonio$350/hr, $1,500
- Avora Wealth LLCSan Antonio$3,200, $2,500/yr
- B365investSan Antonio$350
- Best InvestSan Antonio$250/hr
- Boynton Financial LLCSan Antonio$150/hr, $300-$1,000
- Carr Consulting P.A.San Antonio$200-$600
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.