Fundamental Advisors, Inc. fees
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 7, 2026, Fundamental Advisors, Inc. (Houston, TX) charges $75-$150 an hour for financial planning.
- Website: fundamentaladvisors.com (opens in new tab)
- Call (713) 834-1111
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change.
- Hourly rate
- $75-
$150/hr Below the Houston median of $250; 1 of the 37 other planners in Houston that publish an hourly rate charges less. Below the Texas median of $250; 2% of the 266 other planners in Texas charge less.
“Financial Planning fees are charged on an hourly basis, typically ranging from $75 to $150 per hour, depending on the complexity of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2003 (23 years)
How Fundamental Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This minimum may be negotiable under certain circumstances.”
- “Plan sponsors are invoiced quarterly in advance unless otherwise agreed.”
- “Fees are billed quarterly in arrears based on actual time incurred.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 23
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $33 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 7, 2026
- CRD number
- 122643 (opens in new tab)
- Phone
- (713) 834-1111
Registered in 2 states: North Carolina, Texas
Other planners in Houston that publish fees
- Integra Wealth Advisors, LLCHoustonHourly up to $300/hr
- OM InvestmentsHoustonHourly $100/hr, Flat $200-$2,500
- Guided Capital Wealth Management, LLCHoustonFlat $1,200-$20,000
- Trinity Legacy Partners, LLCHoustonHourly $250/hr, Flat $1,000-$5,000
- Pin Oak Investment Advisors IncHoustonHourly $250-$600/hr, Flat $1,000-$5,000
- Amana AdvisorsHoustonHourly up to $300/hr 2023 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.