SWMG, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial Planning and Consulting Fee Schedule Hourly $500 per hour Comprehensive Financial Planning Modular Financial Planning & Consulting $5,000 - $50,000 $5,000 - $50,000 Investment Management Fees SWMG is compensated for providing investment management services by charging a tiered fee based on the assets…”

Flat or project fee

$5,000⁠-⁠$50,000

From the same sentence as above.

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

How SWMG, LLC bills

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

• “$59 - $69 per Course Fee Billing & Payment Financial planning and consulting fees are paid via credit card or check upon signing the agreement.”
• “Clients receiving hourly planning services are charged a two-hour minimum for ad-hoc hourly planning and consulting services, payable upon signing an agreement.”
• “Additional fees are payable as services that exceed two hours are performed or when services are completed.”

How SWMG, LLC’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$50,000 is above the Texas median of $3,850. 97% of the 401 other Texas planners that publish a flat or project fee charge less.
• 15 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About SWMG, LLC

• Firm size: 19 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 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

0.4% a year

Clients

429

Employees

19

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$430,361,910

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166688

Website

instagram.com/strittmatterwealth (opens in new tab)

Phone

(817) 210-3444

Can advise clients in 3 states: California, Colorado, Texas

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth