Cove Wealth Management fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Cove Wealth Management charges a monthly fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $1,000-$25,000/mo
“The fees for Wealth Coordination range from $1,000 to $25,000 monthly based on complexity/client needs, and they are typically billed quarterly or monthly, in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cove Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial Planning fees are separate from other CWM services and are negotiable depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- “For project-based services, CWM requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
- “The outstanding balance is due upon delivery of the financial plan or completion of the agreed-upon services.”
About Cove Wealth Management
“Cove Wealth Management offers a variety of advisory services, which include investment management supported by financial planning, and wealth coordination services with a proprietary process designed to mitigate information overload and create clarity.”
- Firm size: 4 employees.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- 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% a year
- Clients
- 89
- Employees
- 4
- Works with
- Individuals, high net worth individuals, charities, 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
- $190,117,019
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114236
- Phone
- (713) 821-3243
Can advise clients in 2 states: New Mexico, Texas
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.