The firm publishes flat fees for standard engagements because transparent pricing is a feature of the relationship. Complex wealth work carries a disclosed range before a retainer is collected. Nothing on this page is a quote; a quote follows the initial consultation.
$3,500
Single individual or couple, primary residence, retirement accounts, minor children possible.
Families under the federal estate-tax threshold with straightforward asset mixes.
$6,500
Couples with real property holdings, business interests, or retirement balances approaching the federal exemption.
The core engagement of the practice. Appropriate for roughly 70% of Hartwell & Reese clients.
$12,500
All of the family plan, plus a first wealth-transfer vehicle and GST planning overlay.
Families with combined taxable estates above the federal exemption, or with concentrated appreciated positions.
Engagement letter
Typical disclosed range: $18,000 — $45,000
Multi-vehicle integrated plans involving business succession, charitable strategies, or advanced valuation planning.
Operating-business owners, significant real-estate holders, and multi-generational wealth.
Hourly · $525
Flat-fee option available after initial asset inventory
Texas probate, trust administration, and fiduciary representation.
Executors and trustees stepping into an ongoing administration. Quoted flat where feasible after the first month.
Every client who completes a Family plan or above is automatically enrolled in the annual relationship retainer. There is no additional fee for the retainer in year one. In years two onward, the retainer is $450 per year.
The retainer covers: the January written review, the annual update call, small administrative questions throughout the year, and correspondence with the family’s other advisors. It does not cover new drafting, which is quoted separately at a disclosed flat rate when a change in the plan requires it.
A quote follows the ninety-minute initial consultation and is documented in the written engagement letter. If the scope of your matter falls outside the published tiers, we will say so on the consultation call and price accordingly in writing.