The Gardner Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Client may agree to pay an hourly consulting fee in the range of $150.00 - $350.00 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Financial plans range from $1,000.00 to $10,000.00.”

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

How The Gardner Group bills

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

• “Fees are payable quarterly, in advance, and such fees may be deducted from client's account(s) quarterly within thirty (30) days following the end of the quarter for which said fees will be incurred.”
• “In addition, the Gardner Group adjusts billing for deposits and withdrawals, in arrears for account activity in the previous quarter.”
• “These adjustments are billed or refunded on a pro-rated basis contingent on the number of days in the respective quarter.”

How The Gardner Group’s fees compare

• Its hourly rate of $150-$350 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 13 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
• 27 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About The Gardner Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 1994 (32 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

2% a year

Clients

133

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$125,274,461

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114263

Website

gardnergrp.com (opens in new tab)

Phone

(214) 706-4369

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

Compare all 139 planners in Dallas