Uniplan Financial Investments Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a hourly rate of $150 or flat fee between $500 and $1,500 based on complexity and unique client needs.”

Flat or project fee

$500⁠-⁠$1,500

From the same sentence as above.

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

How Uniplan Financial Investments Inc. bills

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

• “Clients placed with TPMs will be billed in accordance with the TPM’s Fee Schedule which will be disclosed to the client prior to signing an agreement.”
• “Method of Compensation and Fee Schedule UFI bases its fees on negotiable fixed fees, hourly and solicitor fees from third party money managers.”
• “Client may cancel within five (5) business days of signing Agreement for a full refund.”

How Uniplan Financial Investments Inc.’s 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.
• 2 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,500 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 51 other planners in Dallas that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Uniplan Financial Investments Inc.

• Principal: David R. Weber
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166667

Phone

(972) 991-8814

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

Compare all 139 planners in Dallas