Texas Assured Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$2,500

“Clients who engage TAFP for Investment Management Services and whose assets under management reach $500,000 will receive Ongoing Financial Planning at no additional cost. 8 Ongoing Financial Planning TAFP collects a one time initial fee, not to exceed $2,500, which is due in advance and covers the development and…”

Monthly fee

$1,000/mo

“Note that regardless of the amount of assets under management, the monthly fee will not exceed $1,000.”

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

How Texas Assured Financial Planning LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Texas Assured Financial Planning LLC’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.
• 19 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
• 14 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Texas Assured Financial Planning LLC

• Principal: Douglas Berti
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

Clients

2

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$401,075

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335988

Website

texasassured.com (opens in new tab)

Phone

(281) 636-8075

Other planners in Houston that publish fees

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• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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