Valuetree Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,400⁠-⁠$12,000/yr

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge up to $2,000, depending on complexity and needs of the client, and an ongoing fee that is paid monthly or quarterly in arrears, ranging from $2,400 - $12,000 per year.”

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

How Valuetree Financial LLC bills

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

• “Advisory fees are directly debited from Client’s managed accounts, or the Client may choose to pay by check, credit, or ach.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Valuetree Financial LLC’s fees compare

• Its annual fee of $2,400-$12,000 spans the Texas median of $6,000. 55% of the 106 other Texas planners that publish an annual fee charge less.
• 10 of the 22 other planners in Austin that publish an annual fee charge less.

About Valuetree Financial LLC

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

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% a year

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$9,421,638

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304226

Website

valuetreefinancial.com (opens in new tab)

Phone

(512) 423-4567

Other planners in Austin that publish fees

• 360 Wealth CreationAustin$250/hr
• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
• Argus Wealth ManagementAustin$250/hr, $2,500⁠-⁠$5,000
• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

Compare all 137 planners in Austin