Warwick Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$20,000⁠-⁠$250,000

“The fixed fee can range between $20,000.00 and $250,000.00.”

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

How Warwick Partners bills

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

• “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
• “Fees are deducted in advance on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last business day of the prior calendar quarter.”
• “The fee is negotiable and billed on a quarterly basis in advance.”

How Warwick Partners’ fees compare

• Its flat or project fee of $20,000-$250,000 is above the Texas median of $3,850. 100% of the 401 other Texas planners that publish a flat or project fee charge less.

About Warwick Partners

• Firm size: 9 employees.
• Registered as an adviser: 1979 (47 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

253

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$2,482,202,242

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105951

Website

warwickpartners.net (opens in new tab)

Phone

(979) 260-9777

Can advise clients in 10 states: Arizona, Colorado, Florida, Georgia, Louisiana, North Carolina, Nebraska, New Hampshire, Texas, Virginia

Other planners in Bryan that publish fees

• Charis Legacy PartnersBryan$499/hr, $7,500/yr
• 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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