Amana Advisors fees
Financial planner in Houston, Texas. Registered with state securities regulators.
Amana Advisors (Houston, TX) listed up to $300 an hour for financial planning in a Form ADV Part 2A brochure dated June 22, 2023, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated June 2023, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2023. Fees can change.
- Hourly rate
- Up to $300/hr
“An hourly fee of up to $300 per hour is charged by Amana Advisors for financial planning services under this arrangement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the June 2023 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Amana Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “When fees are billed in arrears, Amana Advisors will prorate the final fee payment based on the number of days services are provided during the final period.”
About Amana Advisors
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 5, 2023
- CRD number
- 325301 (opens in new tab)
- Phone
- (323) 786-3563
Other planners in Houston that publish fees
- Pin Oak Investment Advisors IncHoustonHourly $250-$600/hr, Flat $1,000-$5,000
- Oaks Wealth ManagementHoustonHourly $300/hr, Flat $3,000-$5,000
- Nxt:gen Financial PlanningHoustonHourly $200-$300/hr, Flat $500-$20,000
- Wagner Wealth ManagementHoustonHourly $200-$300/hr, Monthly $50/mo
- Brownlee Wealth ManagementHoustonHourly $450/hr, Flat $500-$5,000
- SGMG Enterprise LLCHoustonFlat $1,000-$2,500 2016 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.