Fee-OnlyFinder

Advisers in Houston, TX

207 advisers in Houston — 207 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (134)Hourly fees (75)Flat / fixed fees (112)% of assets managed (199)Retirement plan consulting (58)

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Vestis Advisors, LLC11111 Katy Freeway, Suite 910 · Houston, TX 77079 · (713) 485-6642 · Financial planningCRD 152579 · % of assets, Hourly charges · $10.8 million AUMState registeredNo commissions reportedViaquest Advisors LLC17225 El Camino Real, Suite 250 · Houston, TX 77058 · (281) 335-7609 · Financial planningCRD 333842 · % of assets, Hourly charges · $174.4 million AUMSEC registeredNo commissions reportedVineyard Family Wealth Advisors800 Town and Country Boulevard, Suite 500 · Houston, TX 77024 · (832) 500-8985 · Financial planningCRD 312336 · % of assets, Fixed fees · $78.1 million AUMState registeredNo commissions reportedWealth Benefit Advisors, LLC1225 North Loop West, Suite 815 · Houston, TX 77008 · (713) 980-9100 · % of assets managedCRD 319324 · % of assets · $380.9 million AUMSEC registeredNo commissions reportedWestpark Wealth Advisors, INC.13111 Westheimer Rd., Suite 475 · Houston, TX 77077 · (713) 266-2993 · Financial planningCRD 130914 · % of assets, Hourly charges, Fixed fees · $254.3 million AUMSEC registeredNo commissions reportedWillis Johnson Wealth5847 San Felipe, Suite 1500 · Houston, TX 77057 · (713) 439-1200 · Financial planningCRD 119759 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedYuka Corp703 Asbury St · Houston, TX 77007 · (626) 944-2739 · % of assets managedCRD 337865 · % of assets · $2.7 million AUMState registeredNo commissions reported
Talking to advisers in Houston? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.