The Menard Financial Group, LLC fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, The Menard Financial Group, LLC charges $400 an hour and a flat or project fee of $600-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The maximum hourly fee to be charged will not exceed $400.”
- Flat or project fee
- $600-$15,000
“Generally, flat fees range from $600 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Menard Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
- “Our Retirement Plan Consulting services are billed on a fee based on the percentage of Plan assets under management.”
- “The fee is paid monthly, in advance, at the beginning of each calendar month for such month and the fee will be based on the value of the assets in the account on the last business day of the preceding calendar month.”
How The Menard Financial Group, LLC’s fees compare
- Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
- 52 of the 67 other planners in Houston that publish an hourly rate charge less.
- Its flat or project fee of $600-$15,000 spans the Texas median of $3,850. 76% of the 401 other Texas planners that publish a flat or project fee charge less.
- 37 of the 49 other planners in Houston that publish a flat or project fee charge less.
About The Menard Financial Group, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Principal: David Menard
- Firm size: 3 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 127
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $335,259,277
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299404
- Phone
- (713) 364-1515
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- 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
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.