Tusker Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 8, 2025. Fees can change, so confirm with the firm before you hire them.

Annual fee

$499⁠-⁠$699/yr

“1st Year Fees Subsequent Annual Fees** Single (W-2 wages only) $699 $499 Married;”

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

How Tusker Wealth Management, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Tusker WM's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Tusker Wealth Management, LLC’s fees compare

• Its annual fee of $499-$699 is below the Texas median of $6,000. 8% of the 106 other Texas planners that publish an annual fee charge less.
• None of the 2 other planners in Mckinney that publish an annual fee charge less.

About Tusker Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.44% a year

Clients

7

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$810,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300005

Website

tuskerwealth.com (opens in new tab)

Phone

(972) 988-1001

Other planners in Mckinney that publish fees

• Align Financial Advisors, LLCMckinney$250/hr, $10,000
• Ataroke WealthMckinney$300/hr, $250⁠-⁠$20,000
• Cardinal Wealth Management LLCMckinney$200/hr, $150⁠-⁠$450/mo
• Concap LLCMckinney$1,800
• Corus Family Wealth Advisors, Inc.Mckinney$150/hr
• Financial EmpowermentMckinney$500/hr, $1,500⁠-⁠$12,500

Compare all 20 planners in Mckinney