Tax Pro Advisor fees and pricing
Financial planner in Leander, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 1, 2026, Tax Pro Advisor charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Planning services will be billed at a rate of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tax Pro Advisor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Additionally, Tax Pro will send to the Client an invoice reflecting the amount of the fee, the previous quarter ending balance for the Client's Account on which the fee was based, and the specific manner in which the fee was calculated.”
- “We will send you an invoice detailing the fee calculation.”
- “Fees are due in full 15 days after receipt of the invoice.”
How Tax Pro Advisor’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Leander that publish an hourly rate charge less.
About Tax Pro Advisor
“Tax Pro offers asset management, comprehensive financial planning, investment guidance, and other financial services to clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Tax planning
- Insurance analysis
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
- 1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $662,269
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304119
- Phone
- (512) 592-7720
Other planners in Leander that publish fees
- Ankerstar Wealth, LLCLeander$1,500
- As Investment Partners LLCLeander$250/hr
- Kconnally Strategies, LLCLeander$100/hr
- May Tree Financial Planning LLCLeander$250/hr, $50-$500/mo
- Subnani Investment Research, LLCLeander$50-$100/mo
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.