Awm Financial Services Inc. fees and pricing

Financial planner in The Woodlands, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 20, 2026, Awm Financial Services Inc. charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $1,000/hr; “If the client decides to engage us for consulting services, we will charge an hourly fee of $1,000.”

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

“These fees may or may not be negotiable.”
“The fee is negotiable depending on the nature, complexity, and time involved in providing the client with the requested services.”

Its hourly rate of $1,000 is above the Texas median of $275. 99% of the 468 other Texas planners that publish an hourly rate charge less.
7 of the 7 other planners in The Woodlands that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 200
Employees: 19
Works with: Individuals, high net worth individuals, other investment advisers, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $320,578,704
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 144351
Website: youtube.com/user/alliedwealthtv (opens in new tab)
Phone: (281) 444-7555

Is something on this page wrong or out of date?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