Trisperity Advisors, LLC fees and pricing
Financial planner in Katy, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Trisperity Advisors, LLC charges $200-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$250/hr
“The hourly rate for limited scope engagements and follow-on implementation is billed separately at the rate of $200 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trisperity Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee for a Retainer Agreement is negotiable.”
- “Billing for Asset Management Investment management fees are billed quarterly, in advance, meaning that we determine the fee on the last day before the next three-month billing period has begun.”
- “The client must consent in advance to direct debiting of their investment account.”
How Trisperity Advisors, LLC’s fees compare
- Its hourly rate of $200-$250 is below the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Katy that publish an hourly rate charge less.
About Trisperity Advisors, LLC
“Trisperity Advisors provides personalized confidential financial planning and investment management to individuals, trusts, estates, charitable organizations and small businesses.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and EA.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- 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
- Minimum
- No minimum stated in brochure
- Clients
- 264
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $335,172,917
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142438
- Phone
- (281) 395-1021
Other planners in Katy that publish fees
- Apex Wealth Management, LLCKaty$200/hr, $1,500-$3,500
- Dark Horse LLCKaty$200/hr
- Marin Financial GroupKaty$500
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
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.