T.c. Schwab Financial Planning, LLC fees and pricing

Financial planner in Santa Fe, New Mexico. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, T.c. Schwab Financial Planning, LLC charges $275 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $275/hr; “Basic fee schedule is $275/hour plus NM Gross Receipts Tax based on face-to-face, telephone, video meetings, and email contact with clients, or designated other professionals providing services to the client (only upon prior written authorization by the client), and for time for research, analysis, preparation and…”

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

“Compensation is typically payable when services are rendered and/or upon receipt of a monthly invoice for services.”
“Clients may also be billed for any materials or costs (such as photocopies or mailing costs) that are required or requested by the client.”
“Alternatively, where ADV Part 2A and 2B was delivered at least 48 hours prior to engagement, the client may terminate services at any time and will only be invoiced for time incurred by the Advisor up until effective date of termination.”

Its hourly rate of $275 is below the New Mexico median of $300. 35% of the 26 other New Mexico planners that publish an hourly rate charge less.
3 of the 6 other planners in Santa Fe that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2014 (12 years).

Is something on this page wrong or out of date?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.