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Dallas Financial Advisors Costs & Prices - ProMatcher Cost Report

Dallas Financial Advisors Costs & Prices

Dallas, Texas.  The Dallas Financial Advisors Cost Report is a concise report on everything you need to know about the cost of financial advisors in the Dallas area.

Average Financial Advisors Cost in Dallas


We have done a little research to find the average cost of financial advisors in Dallas. Here are the average costs and prices reported back to us:

Cost of Financial Planning in Dallas, Texas

2% of assets under management (Range: 2.00% - 2.00%)
Free Estimates from Local Pros

Cost of Financial Advisors - Stocks & Bonds in Dallas, Texas

2% of assets under management (Range: 2.00% - 2.00%)
2.25% of investment purchased (Range: 2.00% - 2.50%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management in Dallas, Texas

2.5% of assets under management (Range: 1.50% - 3.50%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs in Dallas, Texas

$175.00 fee only (hourly rate) (Range: $150.00 - $200.00)
1.63% of assets under management (Range: 1.25% - 2.00%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans in Dallas, Texas

5% of investment purchased (Range: 4.75% - 5.25%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans in Dallas, Texas

0.65% of investments purchased (Range: 0.45% - 0.85%)
Free Estimates from Local Pros

Cost of 401k Plans in Dallas, Texas

2.25% of investments purchased (Range: 2.00% - 2.50%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance in Dallas, Texas

2% of assets under management (Range: 2.00% - 2.00%)
2.25% of investments purchased (Range: 2.00% - 2.50%)
Free Estimates from Local Pros
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Dallas Financial Advisors Cost Data


Professionals in the Dallas area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
75248, Dallas, Texas - January 6, 2016

Financial Advisors - Stocks & Bonds

2.00 to 2.50 percent of investment purchased
I charge commissions on a transactional basis

Reported by:
Richard West, GS Wealth Management
75248, Dallas, Texas - January 6, 2016

Education Planning & 529 Plans

4.75 to 5.25 percent of investment purchased
The fees are associated with the mutual funds that are selected for the plan.

Reported by:
Richard West, GS Wealth Management
75248, Dallas, Texas - January 6, 2016

Business 401K & SEP Plans

0.45 to 0.85 percent of investments purchased
I assist in the implementation, education of a companies qualified retirement accounts. This is managed by a third party administrator.

Reported by:
Richard West, GS Wealth Management
75248, Dallas, Texas - August 20, 2015

401k Plans

2.00 to 2.50 percent of investments purchased
I work on a transaction basis. My portfolio positions are geared toward generating growth through Dividend Stocks complemented with Investment Grade Preferred and Municipal Stocks.

Reported by:
Richard West, GS Wealth Management
75248, Dallas, Texas - August 11, 2015

401-k Rollover Assistance

2.00 to 2.50 percent of investments purchased
I charge based on transactions. Because I invest in Increasing Dividend based equity positions coupled with Municipal and Preferred Stocks I don't believe in high or even marginal book turnover.

Reported by:
Richard West, GS Wealth Management
75252, Dallas, Texas - April 13, 2015

Financial Advisors - Asset Management

1.00 to 5.00 percent of assets under management


Reported by:
ProMatcher Research Team
75074, Plano, Texas - December 6, 2016

Retirement Planning & IRAs

1.25 to 2.00 percent of assets under management
$150.00 to $200.00 fee only (hourly rate)
See ADV Part 2 Brochure - Section 5: http://texaseliteadvisory.com/assets/adv_part2_tea.pdf

Reported by:
Vern Bell, Texas Elite Advisory, LLC
75074, Plano, Texas - December 6, 2016

Financial Planning

2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Reported by:
Vern Bell, Texas Elite Advisory, LLC
75074, Plano, Texas - December 6, 2016

Financial Advisors - Stocks & Bonds

2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Reported by:
Vern Bell, Texas Elite Advisory, LLC
75074, Plano, Texas - December 6, 2016

Financial Advisors - Asset Management

2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Reported by:
Vern Bell, Texas Elite Advisory, LLC
75074, Plano, Texas - December 6, 2016

401-k Rollover Assistance

2.00 percent of assets under management
We are a fee only advisory. We charge 2% of AUM (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.

Reported by:
Vern Bell, Texas Elite Advisory, LLC
 
Free quotes from local financial advisors near you.

Dallas Financial Advisors


Texas Elite Advisory, LLC
101 E. Park Blvd, Suite 600, Plano, TX
214-227-8735 |
GS Wealth Management
15110 North Dallas Parkway, Dallas, TX
214-276-0808 |
Mass Mutual
17950 Preston Rd #360, Dallas, TX
512-573-2563
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Disclaimer: Costs and prices shown on the ProMatcher site are intended to be used as general information, not as guaranteed estimates. To obtain cost information relevant to your project, request a quote or estimate from a local service provider.
Financial Advisors > Costs & Prices > Texas > Dallas Financial Advisors Costs & Prices

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