PlannerFees

Wealth Beyond Math fees and pricing

Financial planner in Austin, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Wealth Beyond Math charges $388 an hour, a flat or project fee of $3,888⁠-⁠$15,888, and a quarterly fee of $1,195⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$388/hr
“In cases where the calculated fee does exceed 3%, we will track our tasks and hours, charging only for actual hours worked at an hourly rate of $388.”
Flat or project fee
$3,888⁠-⁠$15,888
“Based on the complexity of your financial situation, fixed fees typically range between $3,888 and $15,888, or they could be higher in more complex situations.”
Quarterly fee
$1,195⁠-⁠$2,500/qtr
“For the period of November 18 to December 31, the fee calculation is: 44 days prorated for period x ($2,500 quarterly fee / 92 days in quarter) = $1,195.65 prorated.”

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

How Wealth Beyond Math bills

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

  • “Fees could be negotiable based on factors, such as the complexity of your financial situation or total assets under management.”
  • “The annual advisory fee is based on a percentage of your assets under management, paid quarterly and in advance, according to the schedule below.”
  • “Fees could vary depending on your specific needs and can be negotiable in some cases.”

How Wealth Beyond Math’s fees compare

  • Its hourly rate of $388 is above the Texas median of $275. 78% of the 468 other Texas planners that publish an hourly rate charge less.
  • 40 of the 57 other planners in Austin that publish an hourly rate charge less.
  • Its flat or project fee of $3,888-$15,888 is above the Texas median of $3,850. 79% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 35 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Wealth Beyond Math

“We offer Wealth Management Services and Financial Planning Services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Estate 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
3% a year
Clients
10
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$5,016,387
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
331995
Website
tiktok.com/@wealthbeyondmath (opens in new tab)
Phone
(512) 316-7298

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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.