Geoffry H. Oshman, CFP fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 11, 2026, Geoffry H. Oshman, CFP charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “for very small accounts, when the fees charges as a percentage of assets would be less than the fees charged under an hourly rate or for services rendered on ‘as requested’ basis, the advisor charges an hourly fee of $200 per hour. *”assets under advisory service” includes non-securities, such as variable…”

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

“Instance where billing software curtails the ability to display cents, billed fees will be displayed as rounded down to the nearest dollar.”
“Payment is due upon receipt of the invoice.”
“Clients will pay an invoice at each quarter’s beginning for services the firm has provided in the previous quarter.”

Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
11 of the 67 other planners in Houston that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2008 (18 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 9
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,162,812
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 114278
Phone: (713) 795-4898

Is something on this page wrong or out of date?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