Uptick Partners, LLC fees and pricing
Financial planner in Nacogdoches, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Uptick Partners, LLC charges $300-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“These services are offered on a fixedfee or hourly basis, with fees mutually agreed upon in advance, typically $300 to $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Uptick Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We bill Our advisory fee monthly in arrears as described below.”
- “Our annual fee is prorated and charged monthly, in arrears, based on the average daily balance of the Client’s assets under management as of the close of business market value on the last business day of the previous month.”
- “Accounts initiated or terminated during a calendar month will generally be charged a prorated fee based on the days the Client account was open during that month.”
How Uptick Partners, LLC’s fees compare
- Its hourly rate of $300-$500 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
About Uptick Partners, LLC
“Our Firm provides discretionary investment advisory services referred to herein as “Wealth Management.” Wealth Management is an ongoing relationship that includes Investment Management, access to Financial Planning and Advice, and Tax Planning, and, if elected by You, optional third-party services.”
- Firm size: 25 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 1,135
- Employees
- 25
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,063,169,479
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324250
- Phone
- (936) 800-0800
Can advise clients in 18 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Missouri, New Hampshire, New York, Oklahoma, South Carolina, Tennessee, 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
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.