Virtue Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“The negotiated hourly fee for these services is between $150 and $300.”

Flat or project fee

$3,000⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $3,000 and $5,000.”

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

How Virtue Wealth Management bills

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

• “Fees are generally calculated monthly in arrears, using the average daily balance in the client’s account during the billing period, after accounting for deposits and withdrawals.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of VWM's fees within five business days of signing the Investment Advisory Contract.”

How Virtue Wealth Management’s fees compare

• Its hourly rate of $150-$300 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 spans the Texas median of $3,850. 51% of the 401 other Texas planners that publish a flat or project fee charge less.

About Virtue Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341892

Website

virtuewealthmgmt.com (opens in new tab)

Phone

(520) 907-3072

Can advise clients in 2 states: Arizona, Texas

Other planners in Pflugerville that publish fees

• Elitegate Wealth, LLCPflugerville$2,500⁠-⁠$10,000, $250⁠-⁠$1,250/qtr
• 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

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