Zuwa Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$200/hr

“Fee (Hourly) Financial Planning will also be offered on an hourly basis at a rate of $100.00 to $200.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid monthly, in advance, at the rate of $50 - $500 per month, to be paid in arrears.”

Monthly fee

$50⁠-⁠$500/mo

From the same sentence as above.

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

How Zuwa Financial LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Zuwa Financial LLC’s fees compare

• Its hourly rate of $100-$200 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.

About Zuwa Financial LLC

• Principal: Richard Omobogie
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

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

1.5% a year

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$740,059

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285050

Website

zuwafinancial.com (opens in new tab)

Phone

(972) 891-1831

Other planners in Lewisville that publish fees

• Bannerman WealthLewisville$2,500/qtr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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