PlannerFees

Houston Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Houston Wealth Management charges $200 an hour and a flat or project fee of $2,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Fees for hourly charges are assessed at $200 per hour.”
Flat or project fee
$2,000⁠-⁠$5,000
“Fees for financial plans typically range from $2,000 to $5,000, depending on the nature and complexity of each Client's circumstances.”

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

How Houston Wealth Management bills

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

  • “All fees are negotiable, and Clients receiving the same services from the HWM may be paying different fees.”
  • “If assets are deposited into or withdrawn from an account(s) after the inception of a quarter, the fee payable with respect to such assets may be adjusted or prorated based on the number of days remaining in the quarter.”
  • “We will provide information regarding the calculation and any pro-rata adjustments and include with any invoices.”

How Houston Wealth Management’s fees compare

  • 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.
  • Its flat or project fee of $2,000-$5,000 spans the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 23 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Houston Wealth Management

“Houston Wealth Management LLC (“HWM” or “We” or the “Firm”) is a Registered Investment Adviser (“Adviser”) that offers personalized portfolio management, financial planning services, and financial consulting services to individuals, trusts, estates, charitable organizations, foundations, corporations, and other…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Craig A. Parks
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

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
3% a year
Minimum
$200,000 in assets (stated in brochure)
Clients
16
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed
$6,725,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
168715
Website
houstonwm.com (opens in new tab)
Phone
(281) 372-8410

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