Firm
Flourish Financial Planning
Grapevine, Texas
Fee-only
Flourish Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 60 individual clients, 13 of them high net worth.
- Its average account is about $165,000 (assets it manages divided by its 199 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.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Grapevine, Texas |
|---|---|
| Website | flourish-fp.com |
| Phone | (817) 799-7699 |
Flourish 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 |
|---|---|
| One-time plan | From $950 |
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"0.80% of Assets Under Management" source
"Monthly Planning Fee: $250+" source
"Up-front Fee: $950 - $1,950" 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 | $33 million |
| Individual clients | 47 |
| High-net-worth clients | 13 |
| Accounts managed | 199 |
| Employees | 4 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 295401 |