Theory79 fees
Financial planner in Plano, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 31, 2026, Theory79 (Plano, TX) charges a quarterly fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 31, 2026. Fees can change.
- Quarterly fee
- Up to $10,000/qtr
“The quarterly fee typically ranges between $0 and $10,000, but could be higher in complex planning situations.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2026
How Theory79 bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Initial fees are prorated for the portion of the quarter during which assets are managed.”
- “Deposits and withdrawals may also result in a prorated fee adjustment.”
- “Upon termination, fees paid in advance will be prorated through the effective date of termination, and any unearned amount will be refunded to the client.”
About Theory79
“Our core service offering is Wealth Management, which combines ongoing financial planning with discretionary investment management, to help clients make informed financial decisions and coordinate all aspects of their financial lives.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 31, 2026
- CRD number
- 342184 (opens in new tab)
- Phone
- (469) 661-0608
Other planners in Plano that publish fees
- NorStar Financial of Plano, LLCPlanoHourly $200/hr, Flat from $4,800
- Marienplatz Wealth Management LLCPlanoHourly $650/hr, Annual from $5,000/yr
- The Watchman Group, Inc.PlanoHourly $250-$450/hr, Flat $500-$10,000
- PMG Family Office, LLCPlanoHourly up to $150/hr, Flat up to $25,000
- Lifeway Financial CorporationPlanoHourly $300/hr
- Spartan Wealth Solutions LLCPlanoHourly $250/hr
Is something on this page wrong or out of date?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.