Wykrent, Damon fees and pricing
Financial planner in Flower Mound, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Wykrent, Damon charges $150 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Hourly fees are charged at the rate of $150 per hour, and there is a minimum charge of one hour for preparation of a plan.”
- Flat or project fee
- $3,000
“Fixed fees will generally not exceed $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wykrent, Damon bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At no time will the Advisor require payment of more than $500 in fees more than six months in advance.”
- “Hourly fees will be billed in arrears each month with any remaining balance paid upon presentation of the plan to the client and receipt of a billing invoice from the Advisor.”
- “Both fixed and hourly fees are negotiable based upon the complexity of the client’s situation, the actual services provided and the associated person providing the services.”
How Wykrent, Damon’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 2 other planners in Flower Mound that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Flower Mound that publish a flat or project fee charge less.
About Wykrent, Damon
“Damon Wykrent, CFP (the Advisor) offers personalized investment advisory services to clients in the form of financial planning, asset management and asset allocation services.”
- Principal: Damon Wykrent
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- College planning
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
- Minimum
- No minimum stated in brochure
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,630,185
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153532
- Phone
- (214) 208-2574
Other planners in Flower Mound that publish fees
- Deaj Insurance and Investments ConsultingFlower Mound$250-$400/hr, $400
- Mckeel Capital ManagementFlower Mound$350/hr, $1,200
- Riverchase Wealth Management, LLCFlower Mound$500-$15,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
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.