About Houston Wealth Advisers, LLC
Houston Wealth Advisers, LLC is a leading financial planning and investment advisory firm, providing personalized services to help clients achieve their financial goals. With a deep understanding of the market, years of experience, and sophisticated tools, Houston Wealth Advisers, LLC helps clients navigate the complexities of the financial world and make informed decisions about their money.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Uses sophisticated tools and market expertise to optimize client portfolios
- Helps clients achieve their financial goals through informed decision making
Facts and Insights
According to a recent report by InvestmentNews, Houston Wealth Advisers, LLC has consistently ranked among the top financial advisors in the state of Texas. The report highlighted the firm’s client-focused approach, exceptional customer service, and impressive track record of performance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
As of the most recent regulatory filing with the Securities and Exchange Commission, Houston Wealth Advisers, LLC reported assets under management of $500 million. The firm has a team of 10 experienced advisors and has been in business for 15 years.
Financial Services Offered
Houston Wealth Advisers, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
Houston Wealth Advisers, LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Families and multi-generational wealth
- Corporate executives
- Business owners
- Retirees
- Non-profit organizations
Fees & Compensation
Houston Wealth Advisers, LLC charges a fee based on a percentage of assets under management, providing an incentive for the firm to grow client portfolios. The firm believes this aligns their interests with those of their clients, creating a mutually beneficial relationship. Fees vary depending on the complexity of the client’s financial situation and the services rendered.
Background
Houston Wealth Advisers, LLC was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of industry experience. The firm’s mission is to provide clients with the highest level of service while helping them achieve their financial goals. The team at Houston Wealth Advisers, LLC consists of knowledgeable and experienced professionals in the financial industry, with diverse backgrounds and skillsets.
Financial Advisor Disclosures to Know
As a registered investment advisor, Houston Wealth Advisers, LLC is required to disclose certain information to clients and potential clients. This includes any conflicts of interest, disciplinary actions, and information about the firm’s compensation. The firm’s Form ADV, which can be found on the SEC’s website, provides detailed information about these disclosures.