Yendrey Wealth Management LLC fees and pricing

Financial planner in Victoria, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 3, 2026, Yendrey Wealth Management LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Services are offered based on an hourly fee of $150 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“Investment management fees are billed quarterly in arrears, meaning that we invoice you after the billing period.”

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 Victoria that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 60
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $11,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298940
Website: yendrey.com (opens in new tab)
Phone: (361) 648-7889

Is something on this page wrong or out of date?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.