Tubreauxs Wealth & Legacy Solutions fees and pricing

Published fees

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

Hourly rate

$150/hr

“Financial Planning and Consulting Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$275⁠-⁠$1,000

“Financial Planning and Services are offered based on a flat fee between $275 and $1,000.”

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

How Tubreauxs Wealth & Legacy Solutions bills

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

• “Fees are billed either monthly or quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Investment management fees are billed either monthly or quarterly in arrears, meaning that we invoice you after the billing period.”
• “The Client must consent in advance to direct debiting of their investment account.”

How Tubreauxs Wealth & Legacy Solutions’ fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $275-$1,000 is below the Texas median of $3,850. 6% of the 401 other Texas planners that publish a flat or project fee charge less.

About Tubreauxs Wealth & Legacy Solutions

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2018 (8 years).

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

2% a year

Clients

35

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$12,582,804

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291856

Website

youtube.com/@TWLSGROUP (opens in new tab)

Phone

(409) 377-8060

Can advise clients in 2 states: Louisiana, Texas

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas