Firm
ConCap®
Mckinney, Texas
Fee-only
Facts
| Based in | Mckinney, Texas |
|---|---|
| Website | concapadvisory.com |
| Phone | (214) 326-5837 |
ConCap® fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,800 |
|---|---|
| Asset-based fee | 0.8% to 2% a year |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Financial Planning Fee ### $1,800" source
"0.8% PER YEAR" source
"2% PER YEAR" source
"Management fees are debited quarterly in arrears." 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 · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 14 |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 321873 |