Firm
Financial Excavation
Plano, Texas
Fee-only
Financial Excavation 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.
- 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 | Plano, Texas |
|---|---|
| Website | financialexcavation.com |
| [email protected] | |
| Phone | (776) 811-8350 |
Financial Excavation 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.
| Account minimum | None |
|---|---|
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Do I need a certain amount of money for personalized financial planning and advising? Not with Financial Excavation!" source
"Our flat-fee model excludes asset under management (AUM) fees and does not charge commissions." source
"We also offer hourly à la carte financial advising." source
"Price: varies by complexity, with upfront fee + ongoing 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 334503 |