Szafran Capital Management, LLC fees and pricing
Financial planner in Rowlett, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2021, Szafran Capital Management, LLC charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2021. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“The Firm charges an hourly rate of $175 if applicable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Szafran Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment management fee is negotiable, is determined at the time the Client signs the Investment Management Agreement, and is based on the complexity and investment objectives of each Client's individual situation.”
- “The investment management fee is negotiable, is determined at the time the Client signs the Investment Management Agreement, and is based on the complexity and investment objectives of each Client's individual situation.”
- “This fee is negotiable and is determined at the time of the Client’s request for service and signing of the Non-Discretionary Investment Management Agreement.”
How Szafran Capital Management, LLC’s fees compare
- Its hourly rate of $175 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
About Szafran Capital Management, LLC
- Principal: Stanley Szafran
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2007 (19 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
- 2.25% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 16
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11,906,428
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146157
- Phone
- (214) 293-4850
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
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.