Whitfill Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees for consultation services are billed at an hourly rate not to exceed $300 an hour.”

Flat or project fee

$500⁠-⁠$1,500

“Fees for preparation of financial plans range from $500 to $1500.”

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

How Whitfill Investment Management, LLC bills

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

• “Client is provided an invoice that states the value of assets, fee calculation, and amount to be withdrawn.”
• “Upon initial implementation of the portfolio, Advisory fees are charged in advance upon establishment of the value of the portfolio based upon the proportion of the number of days remaining in the quarter.”
• “Fees are not collected for services to be performed more than six months in advance.”

How Whitfill Investment Management, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Kingwood that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,500 is below the Texas median of $3,850. 9% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 4 other planners in Kingwood that publish a flat or project fee charge less.

About Whitfill Investment Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 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

2.75% a year

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,883,371

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128668

Phone

(281) 812-4555

Other planners in Kingwood that publish fees

• LCM FinancialKingwood$300/hr
• Lifeplan Financial Services, LPKingwood$275/hr, $2,475⁠-⁠$5,500
• MTR Financial Services, LLCKingwood$85⁠-⁠$150/hr
• Roth Financial Partners LLCKingwood$100⁠-⁠$500/hr, $2,000⁠-⁠$5,000
• Silverstone Private WealthKingwood$2,000⁠-⁠$10,000
• Stephanie E. Doyle Investment ManagementKingwood$150/hr

Compare all 9 planners in Kingwood