Thrifty Scotty Financial, LLC fees and pricing
Financial planner in Round Rock, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Thrifty Scotty Financial, LLC charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Financial Planning fee is an hourly rate between $150 and $250 per hour, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thrifty Scotty Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Services (TSF Manages) Our standard advisory fee is based on a Flat Fee Schedule paid monthly in arrears for a minimum of 12 months for the duration of our Investment Advisory relationship.”
- “All Assets Under Management Flat Fee Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Thrifty Scotty Financial, LLC’s fees compare
- Its hourly rate of $150-$250 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Round Rock that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Thrifty Scotty Financial, LLC
- Principal: Scott Wallace
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,057,348
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292418
- Phone
- (972) 898-4644
Other planners in Round Rock that publish fees
- Everyplan FinancialRound Rock$209/hr, $999-$8,000
- Greenbelt Investment Advisors, LLCRound Rock$150/hr
- Isf Advisory, LLCRound Rock$280/hr, $2,500-$3,000
- Majestic Oak Financial, LLCRound Rock$3,500-$10,000
- Maravi Capital ManagementRound Rock$200/hr
- Perry Investment Management, LLCRound Rock$200/hr, $1,000-$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.