Vann Equity Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“VEM charges an hourly fee of $350 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad-based written financial plan.”

Flat or project fee

$1,000⁠-⁠$20,000

“VEM will charge a fixed fee that ranges from $1,000.00 to $20,000.00, for broadbased planning services.”

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

How Vann Equity Management LLC bills

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

• “Fees are billed monthly, in arrears, and are based on the average daily balance of your account during the preceding month.”
• “If fees are in excess or fall short of the monthly fee that is billed, the fees will be reconciled the following month with either an additional debit or a credit to your account.”
• “When you establish an investment advisory relationship with VEM, your first month’s advisory fee will be prorated based on the number of days your account was under our management.”

How Vann Equity Management LLC’s fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• 10 of the 15 other planners in Plano that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Texas median of $3,850. 83% of the 401 other Texas planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Vann Equity Management LLC

• Firm size: 5 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

0.5% a year

Clients

180

Employees

5

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 pension consulting

Assets managed

$231,204,911

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174239

Website

vannequitymanagement.com (opens in new tab)

Phone

(214) 983-0346

Can advise clients in 3 states: Louisiana, Nevada, Texas

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano