Subnani Investment Research, LLC fees and pricing
Financial planner in Leander, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Subnani Investment Research, LLC charges a monthly fee of $50-$100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $50-$100/mo
“Subnani Investment Research, LLC’s plan consultation services are offered on a fixed fee basis; ranging from $50 to $100 per month determined by the complexity of the engagement, time committed to developing and executing the plan, number of plan participants, etc.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Subnani Investment Research, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Published fees are negotiable, and typically waived or discounted for associates of our advisory firm, associates’ family members, centers of influence and legacy accounts.”
- “Fees may be paid to our firm by check or draft from US-based financial institutions.”
- “The first month’s fee is due upon execution of the engagement agreement, and subsequent monthly installments (paid in arrears) until the end of the 12month period.”
About Subnani Investment Research, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 24
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $20,434,200
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290044
- Phone
- (361) 562-8474
Other planners in Leander that publish fees
- Ankerstar Wealth, LLCLeander$1,500
- As Investment Partners LLCLeander$250/hr
- Kconnally Strategies, LLCLeander$100/hr
- May Tree Financial Planning LLCLeander$250/hr, $50-$500/mo
- Tax Pro AdvisorLeander$250/hr
Is something on this page wrong or out of date?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.