Westmont Capital Advisors, LLC fees
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Westmont Capital Advisors, LLC (Dallas, TX) charges up to $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Hourly rate
- Up to $150/hr
Capped at $150, at or below the Dallas median of $300. Capped at $150, at or below the Texas median of $250.
“It is anticipated that a hourly rate, blended across various individual’s rate charged (assuming), would not exceed $150.00.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2012 (14 years)
How Westmont Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients can purchase similar services this firm offers through other agents. Fees are fixed or adjustable, payable in advance or in arrears, monthly or quarterly, as agreed with the client.”
- “As with other financial advisory services, these fees are payable quarterly in advance or in arrears, monthly or quarterly, as agreed with the client.”
- “While the above provides a guideline, fees are negotiable and may vary from the basic fee schedule.”
About Westmont Capital Advisors, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 22
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $46.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 165910 (opens in new tab)
- Phone
- (972) 661-0405
Other planners in Dallas that publish fees
- EID CapitalDallasHourly $250/hr, Flat $500-$5,000
- BFG Wealth Management LLCDallasMonthly $150-$500/mo
- William B. Larson, CPA, LLCDallasHourly $75/hr
- Stone Hill Wealth Management, LLCDallasHourly $250/hr, Flat $2,500
- Austerra Wealth Management LLCDallasHourly $300-$500/hr, Flat $10,500-$28,500
- FSO WealthDallasHourly $1,000/hr, Flat $2,400-$5,000
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.