PlannerFees

Think Different Wealth Advisors LLC fees and pricing

Financial planner in Allen, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 7, 2026, Think Different Wealth Advisors LLC charges $250⁠-⁠$500 an hour, a flat or project fee of $1,000⁠-⁠$5,000, a monthly fee of $200⁠-⁠$800, and a quarterly fee of $600⁠-⁠$2,400 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ○ Our hourly rate may range from $250 to $500 per hour and is billed in 30-minute increments.”
Flat or project fee
$1,000⁠-⁠$5,000
“Ongoing Comprehensive Financial Planning consists of an upfront charge of $1,000 - $5,000.”
Monthly fee
$200⁠-⁠$800/mo
“For clients paying monthly, the fee is $200-$800 per month.”
Quarterly fee
$600⁠-⁠$2,400/qtr
“For clients paying quarterly, the fee is $600-$2,400 per quarter.”

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

How Think Different Wealth Advisors LLC bills

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

  • “Investment management fees will be calculated using third-party performance reporting / billing software (such as Panoramix) and an invoice will be provided to the client.”
  • “The client may notice slight differences in the ending balances shown on the Schwab statement at the end of the quarter and the ending balances used to calculate the fee in the invoice.”
  • “The client is encouraged to reach out to the advisor for a more detailed explanation if the client has additional questions. 9 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

How Think Different Wealth Advisors LLC’s fees compare

  • Its hourly rate of $250-$500 spans the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Allen that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 1 of the 4 other planners in Allen that publish a flat or project fee charge less.

About Think Different Wealth Advisors LLC

  • Principal: Chao Zhang
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
1% a year
Minimum
No minimum stated in brochure
Clients
18
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$20,226,359
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
315744
Website
thinkdifferentwealth.com (opens in new tab)
Phone
(469) 324-9007

Can advise clients in 2 states: California, Texas

Other planners in Allen that publish fees

Compare all 13 planners in Allen

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.