Us 1ST Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a non-negotiable hourly fee of $200 per hour or a negotiable fixed fee with a maximum fee of $2,500.”

Flat or project fee

$2,500

From the same sentence as above.

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

How Us 1ST Wealth Management bills

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

• “Client may cancel within five (5) business days of signing Agreement for a full refund.”
• “If the client cancels after five (5) business days, any unearned, prepaid fees will be refunded to the client based on a pro-rata basis.”
• “Financial Planning fees are due ½ at the time of engaging TFWM with the balance due upon delivery of the plan.”

How Us 1ST Wealth Management’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• 2 of the 6 other planners in Kingwood that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Kingwood 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 Us 1ST Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

Clients

66

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117979

Website

maximizeyourdollars.com (opens in new tab)

Phone

(281) 445-4869

Other planners in Kingwood that publish fees

• LCM FinancialKingwood$300/hr
• Lifeplan Financial Services, LPKingwood$275/hr, $2,475⁠-⁠$5,500
• MTR Financial Services, LLCKingwood$85⁠-⁠$150/hr
• Roth Financial Partners LLCKingwood$100⁠-⁠$500/hr, $2,000⁠-⁠$5,000
• Silverstone Private WealthKingwood$2,000⁠-⁠$10,000
• Stephanie E. Doyle Investment ManagementKingwood$150/hr

Compare all 9 planners in Kingwood