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Texas Financial Advisors Costs & Prices - ProMatcher Cost Report

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Texas Financial Advisors Costs & Prices


We have collected data statewide to help calculate the average cost of financial advisors in Texas. The following are average costs and prices reported back to us:

Cost of Financial Planning in Texas

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

Cost of Financial Advisors - Stocks & Bonds in 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 Texas

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

Cost of Retirement Planning & IRAs in 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 Texas

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

Cost of Business 401K & SEP Plans in Texas

0.65% of investments purchased (Range: 0.45% - 0.85%)
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Cost of 401k Plans in Texas

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

Cost of 401-k Rollover Assistance in Texas

1.69% of assets under management (Range: 1.38% - 2.00%)
2.25% of investments purchased (Range: 2.00% - 2.50%)
Free Estimates from Local Pros
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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 Financial Advisors Costs & Prices

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