Aquinas Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For investment and financial consulting, as well as trust and estate administration and distribution, the firm charges an hourly fee of $250.”

Flat or project fee

$5,000

“Comprehensive Financial Plan: $5,000 fixed fee Investment/Financial Consulting: $250/hour Estate and Trust Distribution and Administration: $250/hour Litigation Consulting: case by case Strategic Negotiations:”

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

How Aquinas Advisors, LLC bills

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

• “Private Client Matters case by case All fees are charged based on the nature and scope of services to be provided and are therefore negotiable.”
• “Generally, Aquinas Advisors, LLC requires one-half of the financial planning / consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”

How Aquinas Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 19 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
• 26 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Aquinas Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

31

Employees

1

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions

Assets managed

$47,157,652

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

114460

Phone

(281) 788-0817

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