Wealthportrait Financial, LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2024, Wealthportrait Financial, LLC charges $225 an hour and a flat or project fee of $450-$4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“We charge either a $225/hour rate or a fixed fee within the range of $450 $4500 which is mutually agreed to in advance and detailed in the Financial Planning Agreement.”
- Flat or project fee
- $450-$4,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthportrait Financial, LLC’s fees compare
- Its hourly rate of $225 is below the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
- 9 of the 57 other planners in Austin that publish an hourly rate charge less.
- Its flat or project fee of $450-$4,500 spans the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
- 10 of the 48 other planners in Austin that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wealthportrait Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $100,000 in assets (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314459
- Phone
- (512) 369-3817
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$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Is something on this page wrong or out of date?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.