Firm
LGBTQ Wealth Planning LLC
Austin, Texas
Fee-only
LGBTQ Wealth Planning LLC 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 ongoing planning fee starts at $4,800 a year, above the Texas median of $3,000.
- Its hourly rate of $200 is below the Texas median of $250.
- 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 | Austin, Texas |
|---|---|
| Website | lgbtqwealthplanning.com |
LGBTQ Wealth Planning LLC 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 $4,800 a year |
|---|---|
| Hourly | $200 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly |
In the firm's words
"Minimum $4,800 $400 per month" source
"$200 per hour, individual" source
"Ongoing planning and investment management, for one flat fee." source
"Fees are billed on a monthly basis in advance" 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 |
|---|---|
| Individual clients | 0 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 338553 |