PlannerFees

Allzen Wealth and Financial Services fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 19, 2026, Allzen Wealth and Financial Services charges a flat or project fee of $8,000, a quarterly fee of $7,125, and an annual fee of $8,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$8,000
“AllZen Wealth will apply the financial planning fee minimum of $8,000 to clients in a combined services engagement, regardless of assets under management.”
Quarterly fee
$7,125/qtr
“To arrive at a quarterly fee deduction, the $7,125 would be divided by four.”
Annual fee
$8,000/yr
“AllZen Wealth charges a minimum annual fee of $8,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Allzen Wealth and Financial Services bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The annual fee is pro-rated into monthly payments, collected in advance with the initial monthly payment being collected at the time of entering into the agreement for services.”
  • “Clients may choose to pay via check, electronic transfer, or credit card.”
  • “The annual amount is divided by four to be collected quarterly, in advance along with the billing of the investment management fee.”

How Allzen Wealth and Financial Services’ fees compare

  • Its flat or project fee of $8,000 is above the Texas median of $3,850. 77% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 38 of the 49 other planners in Houston that publish a flat or project fee charge less.
  • Its annual fee of $8,000 is above the Texas median of $6,000. 66% of the 106 other Texas planners that publish an annual fee charge less.
  • 13 of the 16 other planners in Houston that publish an annual fee charge less.

About Allzen Wealth and Financial Services

“AllZen Wealth is a Fee-Only Financial Planning firm providing ongoing financial planning and investment management services to its clients. Combined Services A Combined Services engagement provides both comprehensive financial planning and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$8,000 minimum fee (stated in brochure)
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342542
Website
allzenwealth.com (opens in new tab)
Phone
(832) 388-9759

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