Williams Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The negotiated fixed rate for creating client financial plans is between $1,500 and $15,000. 4 Hourly Fees The negotiated hourly fee for these services is $150.”

Flat or project fee

$1,500⁠-⁠$15,000

From the same sentence as above.

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

How Williams Financial Planning, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of WFPI's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of WFPI’s fees, within five business days of signing the Financial Planning Agreement.”

How Williams Financial Planning, Inc.’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 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the Texas median of $3,850. 77% of the 401 other Texas planners that publish a flat or project fee charge less.
• 8 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About Williams Financial Planning, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

84

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$29,775,030

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290272

Website

williamsfinancialplanning.com (opens in new tab)

Phone

(817) 381-9371

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth