Firm
Circadia Financial Planning
Westlake, Texas
Fee-only
Circadia Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients, 2 of them high net worth.
- Its average account is about $925,000 (assets it manages divided by its 31 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Westlake, Texas |
|---|---|
| Website | circadiafp.com |
| [email protected] | |
| Phone | (532) 314-5397 |
Circadia Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 0.55% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Ongoing Financial Planning is a flat $250 a month." source
"0.55 % Annual AUM fee" source
"No asset minimum." source
"$ 250 Flat monthly fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 6 |
| High-net-worth clients | 2 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 334451 |
Advisors at this firm (1)
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