Dallas Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Dallas Financial Planning LLC is a small, recently formed investment advisory firm that offers discretionary asset management and standalone financial consulting. The firm reports a single advising professional and had no client assets under management as of its most recent ADV filing.
The firm provides portfolio management tailored to client-stated objectives, employing fundamental analysis and a traditional mix of equity and fixed‑income strategies, and it offers financial planning engagements billed on an hourly basis (the brochure discloses a $495 hourly rate). Asset management fees are percentage‑based and billed quarterly in advance, while planning fees are collected upon engagement and may be processed through a third‑party payment portal.
Distinctive features in the brochure include the explicit use of hourly billing for consulting — an uncommon practice for investment managers that typically rely on AUM fees — and operational policies that require use of specific custodians (Charles Schwab or Altruist) and that do not aggregate trades across accounts. The firm also disclaims proxy voting on client securities, notes limited custody only through fee deductions and standing transfer authorizations, and concentrates compliance and supervisory responsibilities in its sole adviser.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
General retirement planning
Fee options
$0 - $2,000,000: 1.5% annually Over $2,000,000+: 1.0% annually
$495 per hour for financial consulting services (negotiable)
Account minimum: $250,000
Main office location
Dallas Financial Planning LLC
18383 Preston Road, #202
Dallas TX 75252, United States
Number of offices
1
Most active in
Dallas Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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