White Wing Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Upon early termination you will incur a pro-rata charge for services rendered prior to the termination of the agreement at our current hourly rate of $150 (pro-rata charges not to exceed the agreed fixed fee amount).”

Flat or project fee

$2,500

“We generally charge a negotiable fixed fee of $2,500 for financial planning services.”

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

How White Wing Wealth Management, LLC bills

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

• “Our Advisory Fee is typically billed and payable quarterly, in arrears, and is calculated based on the balance in your account at the end of the billing period (i.e., the calendar quarter).”
• “Our Advisory Fee is negotiable depending on individual client circumstances.”
• “Upon receipt of the written notification of termination we will mail a check representing the prorated refund to you (if applicable).”

How White Wing Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 7 other planners in The Woodlands that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.

About White Wing Wealth Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2022 (4 years).

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

1.25% a year

Clients

150

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$182,823,009

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

226524

Website

linkedin.com/in/meredith-dunn (opens in new tab)

Phone

(832) 764-5305

Other planners in The Woodlands that publish fees

• Anchored WealthThe Woodlands$400/hr
• Assurance Wealth ManagementThe Woodlands$1,500⁠-⁠$2,500
• Awm Financial Services Inc.The Woodlands$1,000/hr
• Cooksen Wealth, LLCThe Woodlands$2,500⁠-⁠$5,000
• Diamond Client Group, LLCThe Woodlands$2,500⁠-⁠$100,000, $250⁠-⁠$8,000/mo
• HFG Wealth Management, LLCThe Woodlands$400/hr

Compare all 24 planners in The Woodlands