The Dedicated Dollar fees and pricing

Published fees

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

Hourly rate

$450/hr

“Financial Planning engagements are offered at an hourly rate of $450 per hour.”

Flat or project fee

$4,500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $4,500 and an ongoing fee that is paid monthly, in advance, at the rate of $450 per month.”

Monthly fee

$450/mo

From the same sentence as above.

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

How The Dedicated Dollar bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How The Dedicated Dollar’s fees compare

• Its hourly rate of $450 is above the Texas median of $275. 85% of the 468 other Texas planners that publish an hourly rate charge less.
• 9 of the 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $4,500 is above the Texas median of $3,850. 52% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About The Dedicated Dollar

• Principal: Lacy Rogers
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

1% a year

Clients

14

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$4,050,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317383

Website

thededicateddollar.com (opens in new tab)

Phone

(817) 662-2085

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth