The Wealth Expedition fees and pricing

Financial planner in Little Elm, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 21, 2025, The Wealth Expedition charges $50⁠-⁠$10,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 21, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50⁠-⁠$10,000/hr; “Rate Project-Based Rate $50-$400 $100-$10,000 AUM-Based or Wrap Fee Rates See Below Based upon complexity Based upon complexity & scope See Below Hourly-Based Fee – The Wealth Expedition may render services on an hourly-fee basis.”

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

“Other Consulting Services Other Consulting Services include ﬁnancial advice and/or analysis of a speciﬁc client objective or situation, as deﬁned and agreed on by the client and the Firm in advance.”
“Such restrictions must be communicated to the Firm in advance and documented in writing.”
“Payment by debit from a client account, credit, check, or other acceptable electronic payment methods is generally permitted.”

Its hourly rate of $50-$10,000 spans the Texas median of $275. 100% of the 468 other Texas planners that publish an hourly rate charge less.

“O ered The Wealth Expedition primarily provides two types of advisory services: Financial Planning Services and Investment Advice.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Founded: 2024 (2 years).

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: 1.2% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336109
Website: thewealthexpedition.com (opens in new tab)
Phone: (479) 619-7507

Is something on this page wrong or out of date?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