Live Oak Wealth Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$250/hr

“LOWAG’s planning and consulting fees are negotiable, but generally range from $1,250 to $5,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,250⁠-⁠$5,000

From the same sentence as above.

Annual fee

$500/yr

“Also, LOWAG maintains a minimum required annual advisory fee of $500 per year.”

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

How Live Oak Wealth Advisory Group, LLC bills

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

• “In the event that the client is subject to an annual minimum fee, the client could pay a higher percentage fee than referenced above. 11 The manner in which each client is to be billed will be specified in their investment advisory agreement.”
• “In the limited event that LOWAG bills the client directly, payment is due upon receipt of LOWAG’s invoice.”
• “The Firm's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Live Oak Wealth Advisory Group, LLC’s fees compare

• Its hourly rate of $125-$250 is below the Texas median of $275. 13% of the 468 other Texas planners that publish an hourly rate charge less.
• 10 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$5,000 spans the Texas median of $3,850. 44% of the 401 other Texas planners that publish a flat or project fee charge less.
• 22 of the 49 other planners in Houston that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.
• None of the 16 other planners in Houston that publish an annual fee charge less.

About Live Oak Wealth Advisory Group, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2021 (5 years).

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

1.75% a year

Clients

98

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$155,482,308

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154962

Website

linkedin.com/company/live-oak-wealth-advisory-group (opens in new tab)

Phone

(281) 822-9200

Can advise clients in 4 states: Arkansas, Louisiana, New Mexico, Texas

Other planners in Houston that publish fees

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• 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

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