Wealth Keepers fees and pricing
Financial planner in Johnson City, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2024, Wealth Keepers charges $100-$200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$200/hr
“2 Financial Planning and Investment Consultation Services Hourly fees for financial planning are incidental investment consulting services are $100 to $200 per hour, billed in 15-minute increments (four increments per hour) and a partial increment will be treated as a whole.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Keepers bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees or project balances for these services are due and payable upon delivery of the plan or advice.”
- “Non-continuous service engagements that are greater than three months in duration will be billed quarterly, in arrears.”
- “Fees for these services are negotiable at the discretion of a firm executive, and comparable services may be provided elsewhere potentially for a lower fee.”
How Wealth Keepers’ fees compare
- Its hourly rate of $100-$200 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
About Wealth Keepers
“Description of the Firm Wealth Keepers provides fee-only planning, investment consultation and investment management services that depending upon client’s unique circumstances or specific request may be general in nature or focused on particular areas of interest or need.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2014 (12 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
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
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $335,222
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168008
- Phone
- (512) 590-9600
Other planners in Texas that publish fees
- 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
- 83 FinancialParker$250/hr, $250-$10,000
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.