Wpwealth LLP fees and pricing

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/yr

“The minimum management fee is $5,000 per year for discretionary managed accounts.”

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

How Wpwealth LLP bills

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

• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded to the client, and any earned, unpaid fees will be due and payable.”
• “Fees are payable quarterly, in advance for Discretionary Managed Accounts and in arrears for Qualified Retirement Plan accounts.”
• “Fees for the initial quarter for new accounts will be adjusted pro-rata based upon the number of calendar days in the calendar quarter that the Agreement goes into effect.”

How Wpwealth LLP’s fees compare

• Its annual fee of $5,000 is below the Texas median of $6,000. 38% of the 106 other Texas planners that publish an annual fee charge less.
• 2 of the 4 other planners in Fort Worth that publish an annual fee charge less.

About Wpwealth LLP

• Firm size: 18 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2000 (26 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

2.5% a year

Clients

452

Employees

18

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications

Assets managed

$1,167,914,964

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145467

Website

linkedin.com (opens in new tab)

Phone

(817) 259-9100

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