Granite Harbor Advisors, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated August 10, 2026, Granite Harbor Advisors, Inc. charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$1,000/hr
“Our maximum hourly fee is $1,000, and our maximum flat fee is $150,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Granite Harbor Advisors, Inc. bills

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

  • “Our firm bills on cash unless indicated otherwise in writing.”
  • “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the average daily balance of the month.”
  • “Fees are negotiable and will be deducted from client account(s).”

How Granite Harbor Advisors, Inc.’s fees compare

  • 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.
  • 67 of the 67 other planners in Houston that publish an hourly rate charge less.

About Granite Harbor Advisors, Inc.

“We provide a variety of financial planning and consulting services to individuals, families, and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 12 employees.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
416
Employees
12
Works with
Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$642,136,188
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
179523
Website
linkedin.com/in/brianwsak (opens in new tab)
Phone
(832) 461-0789

Can advise clients in 4 states: Louisiana, New Hampshire, Texas, Wisconsin

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