Firm
TopRac Financial
Cypress, Texas
Fee-only
TopRac Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cypress, Texas |
|---|---|
| Website | topracfinancial.com |
| Phone | (832) 392-4747 |
TopRac Financial 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 $840 |
|---|---|
| How it charges | One-time plans or projects · Hourly |
In the firm's words
"Estimated at $840-$1,680 *" source
"Option 3: single-purpose project Estimated at $840-$1,680 *" 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 |
|---|---|
| Individual clients | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 335293 |