Strategic Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$80⁠-⁠$300/hr

“Our hourly fees range from $80 to $300 for financial advisors and flat fees generally range from $750 to $15,000.”

Flat or project fee

$750⁠-⁠$15,000

From the same sentence as above.

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

How Strategic Wealth Management, LLC bills

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

• “Our firm’s annualized fees are billed on a pro-rata basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from your managed account.”
• “Account fees are payable quarterly in advance.”

How Strategic Wealth Management, LLC’s fees compare

• Its hourly rate of $80-$300 spans the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$15,000 spans the Texas median of $3,850. 76% of the 401 other Texas planners that publish a flat or project fee charge less.

About Strategic Wealth Management, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2018 (8 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

2% a year

Clients

174

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$157,762,701

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171908

Website

linkedin.com/in/matt-condit-cfp%c2%ae-84ab6422 (opens in new tab)

Phone

(817) 391-1090

Can advise clients in 3 states: Louisiana, Texas, Washington

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas