Theory79 Wealth Design LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 7, 2026, Theory79 Wealth Design LLC charges a flat or project fee of $10,000 and a quarterly fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“The maximum Initial Financial Planning Fee charged is $10,000. b.”
- Quarterly fee
- $5,000/qtr
“The maximum Ongoing Financial Planning Fee is $5,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Theory79 Wealth Design LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “It will be billed in advance at the same time as the Management Fee.”
- “Fees will be pro-rated, calculated based on the actual number of days the funds and securities will be in the Managed Assets during the initial calendar quarter, billed in advance, and debited from the Managed Assets. b.”
- “Deposits and withdrawals of cash or securities may be billed (or refunded) on a pro-rata basis based upon the actual number of days left in the calendar quarter. c.”
How Theory79 Wealth Design LLC’s fees compare
- Its flat or project fee of $10,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
- 37 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Theory79 Wealth Design LLC
“Theory79 provides investment management solutions to its clients and may provide personal planning and/or business planning services (hereinafter referred to as “Financial Planning”) as a component of its investment management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.075% a year
- Employees
- 1
- 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
- SEC CRD number
- 342184
- Phone
- (512) 503-0554
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.