Dallas Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
18383 Preston Road, #202
Dallas TX 75252
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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
Quick links
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