Inscription Capital, LLC fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Inscription Capital, LLC charges $250-$500 an hour 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
- $250-$500/hr
“Hourly rates generally range from $250 to $500 per hour based on the scope of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Inscription Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee for the initial quarter is payable on a pro rata basis, in arrears, based on the period ending value of the net billable assets under management.”
- “Inscription also offers family office services for a fixed annual fee ranging up to $600,000, which can be negotiable depending on the nature and complexity of each Client’s circumstances.”
- “Fees are negotiable depending on the size and complexity of the Plan.”
How Inscription Capital, LLC’s fees compare
- Its hourly rate of $250-$500 spans the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
- 49 of the 67 other planners in Houston that publish an hourly rate charge less.
About Inscription Capital, LLC
- Firm size: 20 employees.
- Registered as an adviser: 2018 (8 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
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 414
- Employees
- 20
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $2,047,681,895
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291780
- Phone
- (713) 673-8999
Can advise clients in 10 states: Arizona, California, Colorado, Florida, Louisiana, Missouri, New York, Tennessee, Texas, Washington
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.