Firm
Vessel Financial Planning
Plano, Texas
Fee-only
Vessel Financial Planning 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 $2,500 a year, below 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 | Plano, Texas |
|---|---|
| Website | vesselplanning.com |
| [email protected] | |
| Phone | (972) 581-9010 |
Vessel 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 $2,500 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 0.95% 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
"$2,500 – $10,000 annually + a percentage of managed investments" source
"$1,000 for the planning work after your free Discover session" source
"$0 - $499,999 0.95%" source
"$2,500 – $10,000 annually + a percentage of managed investments" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 28, 2026 |
| SEC record | CRD 338596 |