TFR Capital fees and pricing

Financial planner in Plano, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 27, 2026, TFR Capital charges a flat or project fee of $1,500⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,500⁠-⁠$20,000; “Clients that are receiving financial planning services only or other consulting services only are charged a fixed fee ranging from $1,500 to $20,000 and clients may be subject to additional hourly charges depending upon the complexity of a client’s plan and services provided.”

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

“For subsequent months, the advisory fee shall be paid, in advance, based on the average daily balance of the client’s accounts for the previous month.”
“For financial planning services that are completed upon the delivery of the financial plan to the client, the fixed or hourly fee can be charged in monthly installments, or otherwise in full upon delivery of the completed financial plan.”
“Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”

Its flat or project fee of $1,500-$20,000 spans the Texas median of $3,850. 85% of the 401 other Texas planners that publish a flat or project fee charge less.
12 of the 13 other planners in Plano that publish a flat or project fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 260
Employees: 9
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed: $403,142,852
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 333108
Website: tfr-inc.com (opens in new tab)
Phone: (800) 765-0397

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

Is something on this page wrong or out of date?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