Alteris Capital Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$25,000

“Alteris offers financial planning services for a fixed engagement fee ranging from $5,000 to $25,000 for ongoing financial planning engagements.”

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

How Alteris Capital Partners, LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Alteris Capital Partners, LLC’s fees compare

• Its flat or project fee of $5,000-$25,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
• 44 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Alteris Capital Partners, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

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

1.25% a year

Clients

88

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$139,530,282

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335079

Website

linkedin.com/company/alteris-capital-partners (opens in new tab)

Phone

(832) 649-8111

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000
• Arete AdvisorsHouston$100/hr, $5,000⁠-⁠$30,000

Compare all 154 planners in Houston