Avidian Wealth Solutions fees and pricing

Financial planner in Houston, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 9, 2026, Avidian Wealth Solutions charges $150⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$500/hr; “Avidian’s planning and non-investment consulting fees are negotiable but generally range from $2,000 to $$200,000 on a fixed fee basis, and from $150 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

“Billing in Arrears (Monthly) – Average Daily Balance (“ADB”).”
“Billing in Arrears (Monthly) – Average Daily Balance (Avidian Standard) Generally, the advisory fee is deducted from the client’s custodial account on or about the fifth day after the last day of the preceding calendar month.”
“The fee deduction is included on the custodial account statement and invoices are available from Avidian upon request.”

Its hourly rate of $150-$500 spans the Texas median of $275. 67% of the 468 other Texas planners that publish an hourly rate charge less.
42 of the 67 other planners in Houston that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 1,866
Employees: 59
Works with: Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed: $4,764,235,121
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 127186
Website: avidianwealth.com (opens in new tab)
Phone: (281) 822-8800

Is something on this page wrong or out of date?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.