Wsa Affiliates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $250 per hour based on the complexity of the case and rate of the planner providing the plan.”

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

How Wsa Affiliates, LLC bills

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

• “The balance is due upon completion of the plan.”

How Wsa Affiliates, LLC’s fees compare

• Its hourly rate of $100-$250 is below the Texas median of $275. 11% of the 468 other Texas planners that publish an hourly rate charge less.
• 6 of the 56 other planners in Dallas that publish an hourly rate charge less.

About Wsa Affiliates, LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

56

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144108

Website

candacecuniberti.com (opens in new tab)

Phone

(214) 234-7695

Can advise clients in 3 states: Connecticut, New York, Texas

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

Compare all 139 planners in Dallas