Everyplan Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EveryPlan Financial is an independent, state‑registered advisory firm that serves individual and high‑net‑worth investors as well as retirement plan sponsors. The firm offers discretionary asset management, comprehensive financial planning and consulting, and retirement‑plan advisory services.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with portfolio construction guided by fundamental, technical and charting analysis and periodic (quarterly) reviews. Financial planning is offered on a project or hourly basis and clients may request topic‑specific consultations or impose investment restrictions.
What distinguishes the firm from many solo independents is its emphasis on pension consulting and retirement plan work — including both limited‑scope ERISA 3(21) advice and full ERISA 3(38) investment manager services — plus a focused 403(b)/TSA navigation offering for educators that includes plan reviews and assistance with SRA paperwork. The firm operates at a small scale (managing roughly $1.28 million in client assets for a single client) and the principal maintains outside roles in the sports/media and academic sectors, with the brochure noting commitments to timely client responsiveness and scheduled portfolio oversight.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees range from $999 to $8,000.
$0 - $2,999,999: 1.10% $3,000,000+: 0.40%
$209 per hour for financial planning services.
Fee-only: Hourly fee of $209 per hour and fixed fee range of $999 to $8,000 for financial planning services.
Main office
Round Rock TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Everyplan Financial · Everyplan Financial LLC · Everyplan Financial, LLC
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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