Hamilton Gray Wealth Management LLC fees
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 24, 2026, Hamilton Gray Wealth Management LLC (Houston, TX) charges $400 an hour for financial planning.
- Website: hamiltongraywealth.com (opens in new tab)
- Call (713) 487-6244
- 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 July 24, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the Houston median of $250; 86% of the 37 other planners in Houston that publish an hourly rate charge less. Above the Texas median of $250; 83% of the 266 other planners in Texas charge less.
“Fixed fees are based upon the Limited Engagement Agreement’s hourly rate of $400 per hour.”
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
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
How Hamilton Gray Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s advisory fee is generally structured as a fixed, negotiated annual fee billed monthly.”
- “Fees attributable to Investment Advisory and Personal Wealth Planning are billed separately from fees attributable to Business Advisory and Administrative Services.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee as defined in the Service Agreement.”
About Hamilton Gray Wealth Management LLC
“Hamilton Gray provides a comprehensive wealth management solution for each client family by integrating investment strategies with a family’s wealth accumulation and transition strategies of retirement, wealth transfer, tax and philanthropic planning.”
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Clients
- 14
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $162 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 24, 2026
- CRD number
- 283000 (opens in new tab)
- Phone
- (713) 487-6244
Other planners in Houston that publish fees
- SpendItRight LLCHoustonHourly $250/hr, Annual $2,000/yr
- Perceptive Wealth Advisors LLCHoustonHourly up to $500/hr, Flat $1,000-$10,000
- Samju Capital LLCHoustonHourly $150-$500/hr, Flat $250-$1,500
- Vested Legacy Wealth Management, L.P.HoustonHourly $125-$500/hr
- Endeavor Advisors, LLCHoustonHourly up to $350/hr, Flat up to $50,000
- Nxt:gen Financial PlanningHoustonHourly $200-$300/hr, Flat $500-$20,000
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.