Toprac Financial LLC fees and pricing
Financial planner in Cypress, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Toprac Financial LLC charges $210 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $210/hr
“The fee established in the financial planning agreement is based on an estimate of the time required to complete your plan multiplied by our hourly rate of $210, based on the scope of services known at the time of engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Toprac Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees could be negotiable based on factors such as the complexity of your financial situation.”
- “These services are provided at the hourly rate, billed monthly in arrears.”
- “Fees for Financial Planning Services can be paid by check, electronic funds transfer, debit card, or credit card using a third-party payment processor’s secure portal through which client can securely input banking information.”
How Toprac Financial LLC’s fees compare
- Its hourly rate of $210 is below the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
- None of the 4 other planners in Cypress 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 Toprac Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335293
- Phone
- (832) 392-4747
Other planners in Cypress that publish fees
- Asset Lift Wealth Management, LLCCypress$250/hr
- Centric Advisors, LLCCypress$100-$500/hr, $250-$20,000
- Next Step Financial TransitionsCypress$500, $275/mo
- Redfish CapitalCypress$500/hr, $250-$5,000
- Wealth and PlanCypress$250/hr, $2,000-$5,000
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.