Sweetwater Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“February 2025 9 of 25 Sweetwater Financial Advisors, LLC Fee Type Fixed Fee Maximum Fee $10,000 Payable Payable one-half (1/2) upon execution of the advisory agreement with SFA and the balance due at the time of presentation of the plan, unless otherwise negotiated with you.”

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

How Sweetwater Financial Advisors, LLC bills

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

• “Fees are negotiable at the sole discretion of SFA.”
• “Additional assets deposited into the Account after it is opened will be charged a pro-rata fee based upon the number of days remaining in the then current quarter.”
• “Additionally, partial withdrawals from the account will result in a prorated portion of the fee being credited to the Account and will be issued on the following quarter’s fee calculation.”

How Sweetwater Financial Advisors, LLC’s fees compare

• Its flat or project fee of $10,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Sugar Land that publish a flat or project fee charge less.

About Sweetwater Financial Advisors, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

368

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$84,402,222

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118372

Website

sfacorp.com (opens in new tab)

Phone

(281) 491-3333

Other planners in Sugar Land that publish fees

• Angelus Wealth, LLCSugar Land$3,000, $5,000/yr
• Collins Wealth ManagementSugar Land$300⁠-⁠$2,000, $125⁠-⁠$500/mo
• Kings Path Partners LLCSugar Land$75⁠-⁠$450/hr
• RWM Capital, LLCSugar Land$15,000
• Verus Financial GroupSugar Land$200⁠-⁠$400/hr, $600⁠-⁠$25,000
• WJ Interests, LLCSugar Land$5,000/yr

Compare all 11 planners in Sugar Land