Succession Financial, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Fees are fixed and range between $500 - $5,000, depending on complexity, and are due upon completion of the service, unless SF determines an alternative payment arrangement.”

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

How Succession Financial, Inc bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid monthly in advance based on the value of the Client's account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Succession Financial, Inc’s fees compare

• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Mckinney that publish a flat or project fee charge less.

About Succession Financial, Inc

• Principal: Eric Wolfe
• Firm size: 6 employees.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

173

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$210,297,733

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

336434

Website

succession-financial.com (opens in new tab)

Phone

(214) 334-6261

Can advise clients in 4 states: Connecticut, Illinois, Ohio, Texas

Other planners in Mckinney that publish fees

• Align Financial Advisors, LLCMckinney$250/hr, $10,000
• Ataroke WealthMckinney$300/hr, $250⁠-⁠$20,000
• Cardinal Wealth Management LLCMckinney$200/hr, $150⁠-⁠$450/mo
• Concap LLCMckinney$1,800
• Corus Family Wealth Advisors, Inc.Mckinney$150/hr
• Financial EmpowermentMckinney$500/hr, $1,500⁠-⁠$12,500

Compare all 20 planners in Mckinney