Measure Twice Financial LLC

Fixed/Hourly

Measure Twice Financial is a fee-only financial planning firm founded in 2021 and based in Pearland, Texas. The registered investment advisor is owned and operated by Cody Garrett. Measure Twice Financial specializes in providing personalized financial planning services, including comprehensive financial plans and ongoing hourly planning. The firm helps clients navigate complex financial areas such as retirement planning, cash flow and debt management, tax planning strategies, estate planning, employee benefits, risk management, college savings, and major purchase planning. Measure Twice Financial does not manage investment portfolios, buy or sell securities on behalf of clients, or exercise discretionary authority over accounts. Instead, the firm focuses entirely on objective financial planning and guidance, operating under a fiduciary standard of care. Measure Twice Financial does not have any account minimums and works with individuals, high net-worth individuals, and business owners.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Measure Twice Financial offers ongoing hourly financial planning services for clients who want continuous advice after completing a comprehensive plan:

  • Charged at a rate between $250 and $750 per hour depending on the complexity of your situation
  • Billed monthly in arrears in 10-minute increments for actual work performed
  • Can be terminated by either party at any time
  • Comprehensive Financial Plan — $2,500 to $10,000 as a flat fee depending on the complexity of your financial situation, covering net worth, cash flow, insurance, retirement, investments, and estate planning
One-Time Plan:$2,500 - $10,000
Hourly Rate:$250 - $750/hr
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Location

1 Advisors at this firm

Measure Twice Financial LLC - Fees, AUM & Advisors | TrueAdvisor