PlannerFees

TLWM Financial fees and pricing

Financial planner in San Antonio, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, TLWM Financial charges $600 an hour, a flat or project fee of $500, and a monthly fee of $100 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$600/hr
“Our hourly fees are $600.”
Flat or project fee
$500
“We generally charge a minimum fee of $500 for written financial plans.”
Monthly fee
$100/mo
“Fees for this service will not exceed $100 per month and will be detailed in the executed agreement.”

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

How TLWM Financial bills

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

  • “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
  • “We also offer a subscription Financial Planning service which will be billed monthly in advance.”
  • “Payments will be processed via AdvicePay, a payment processor built specifically for Financial Planners.”

How TLWM Financial’s fees compare

  • Its hourly rate of $600 is above the Texas median of $275. 96% of the 468 other Texas planners that publish an hourly rate charge less.
  • 22 of the 24 other planners in San Antonio that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 3 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About TLWM Financial

“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 11 employees.
  • Founded: 2006 (20 years).

Planning areas mentioned in the brochure

  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2.5% a year
Clients
1,249
Employees
11
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$605,405,861
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
158305
Website
tlwmadvisor.com (opens in new tab)
Phone
(877) 348-8822

Can advise clients in 12 states: Arizona, California, Colorado, Connecticut, Florida, Massachusetts, Maine, New Hampshire, New York, Ohio, Texas, Virginia

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