Haywood Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated June 24, 2026, Haywood Wealth Management charges $200⁠-⁠$1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$1,000/hr; “Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 5 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $200 and $1,000.”

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

“Clients who engaged the Firm prior to the effective date may be billed under a different fee schedule that was in effect at the time of their engagement.”
“The fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of HWM's fees within five business days of signing the Investment Advisory Contract.”

Its hourly rate of $200-$1,000 spans the Texas median of $275. 96% of the 468 other Texas planners that publish an hourly rate charge less.
64 of the 67 other planners in Houston that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 37
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $11,306,141
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 326649
Website: instagram.com/haywood.wealth (opens in new tab)
Phone: (281) 848-2566

Can advise clients in 3 states: California, Louisiana, Texas

Is something on this page wrong or out of date?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