Strategic Portfolio Solutions, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Strategic Portfolio Solutions, LLC charges a flat or project fee of $500 and a monthly fee of $150 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“For ongoing financial planning or consulting services the Client agrees to pay a one-time initial planning fee of $500, in addition to a fee of $150 monthly for ongoing financial coaching.”
- Monthly fee
- $150/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Portfolio Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning and consulting fees are paid via check or by direct invoicing via an electronic payment processor.”
- “Our firm’s fees are billed on a pro-rata annualized basis monthly in advance based on the value of your account on the last day of the previous month.”
- “Our firm bills on cash unless indicated otherwise in writing.”
How Strategic Portfolio Solutions, LLC’s fees compare
- Its flat or project fee of $500 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.
- 1 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Strategic Portfolio Solutions, LLC
“We may utilize Independent Money Managers, where we may design an investment portfolio and provide ongoing corresponding asset management services on a fee-only basis for a percentage of assets in conjunction with another investment advisory firm.”
- Firm size: 5 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 188
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $136,210,586
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156374
- Phone
- (214) 446-4910
Can advise clients in 4 states: Arizona, Florida, North Carolina, Texas
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$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.