Vestted Wealth Advisors fees and pricing
Financial planner in New Braunfels, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 7, 2026, Vestted Wealth Advisors charges $300-$500 an hour, a flat or project fee of $10,000-$20,000, and a quarterly fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“Hourly fees range from $300 to $500 per hour, depending on the complexity of the client’s needs, the required expertise, and the nature of the engagement.”
- Flat or project fee
- $10,000-$20,000
“A fixed fee, typically ranging from $10,000 to $20,000, is charged based on the nature, scope, and complexity of the engagement.”
- Quarterly fee
- $1,500-$5,000/qtr
“For ongoing financial planning or advisory engagements, the ADVISER may charge a flat retainer fee, which typically ranges from $1,500 to $5,000 per quarter, depending on the breadth of services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vestted Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on assets under management and are billed quarterly in arrears.”
- “Hourly fees are charged in 30-minute increments and are billed monthly in arrears.”
- “Clients receive an invoice itemizing the services provided, the time spent, and the rate charged.”
How Vestted Wealth Advisors’ 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.
- 3 of the 3 other planners in New Braunfels that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$20,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in New Braunfels that publish a flat or project fee charge less.
About Vestted Wealth Advisors
“The ADVISER provides comprehensive financial planning services as part of its overall advisory business.”
- Firm size: 2 employees.
- Founded: 2025.
Planning areas mentioned in the brochure
- College planning
- 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
- 1.5% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339140
- Phone
- (469) 374-5774
Other planners in New Braunfels that publish fees
- Christian Financial AdvisorsNew Braunfels$350/hr
- Comal Wealth ManagementNew Braunfels$3,600-$50,000, $600-$12,500/qtr
- Force Acres, LLCNew Braunfels$2,000-$10,000, $250-$1,000/qtr
- Fruit of the Vine Financial, LLCNew Braunfels$300/hr, $6,000
- Konnect Health and WealthNew Braunfels$200/hr, $1,000-$3,500
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.