Walnut Hill Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Fixed fee rates range between $500 and $5,000.”

Monthly fee

$166⁠-⁠$1,000/mo

“Fees are paid monthly in advance at a rate of $166.67 - $1,000.00 per month.”

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

How Walnut Hill Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Walnut Hill Wealth Management’s fees compare

• Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
• 14 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Walnut Hill Wealth Management

• Principal: Stephen Bodwell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

2% a year

Clients

8

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

$4,582,849

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324453

Website

walnuthillwealth.com (opens in new tab)

Phone

(214) 316-7490

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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