Homage Wealth Group LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 9, 2026, Homage Wealth Group LLC charges a flat or project fee of $10,000⁠-⁠$100,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$10,000⁠-⁠$100,000
“These fees are negotiable, but range from $10,000 to $100,000 on a fixed fee basis while hourly charges will, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

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

How Homage Wealth Group LLC bills

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

  • “For project-based services HWG requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
  • “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
  • “Ongoing fixed fees are charged as described in the investment management section, below while hourly fees are charged in arrears.”

How Homage Wealth Group LLC’s fees compare

  • Its flat or project fee of $10,000-$100,000 is above the Texas median of $3,850. 99% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 48 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Homage Wealth Group LLC

  • Firm size: 2 employees.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
3
Employees
2
Works with
High net worth individuals and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$366,156,549
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
340589
Phone
(713) 725-0696

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