Wpa Family Office, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 18, 2026, Wpa Family Office, LLC charges an annual fee of $5,000-$120,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000-$120,000/yr
“Fees range from $5,000 to $120,000 annually, depending on the scope and complexity of the services to be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wpa Family Office, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Client’s fee may be separately billed or deducted from the Client’s account[s] with the respective manager and a portion of the investment management fee may be provided to WPA.”
How Wpa Family Office, LLC’s fees compare
- Its annual fee of $5,000-$120,000 spans the Texas median of $6,000. 99% of the 106 other Texas planners that publish an annual fee charge less.
- 12 of the 12 other planners in Dallas that publish an annual fee charge less.
About Wpa Family Office, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 21
- Employees
- 5
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $175,198,734
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315566
- Phone
- (214) 945-0888
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.