MBR Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated March 20, 2026, MBR Financial charges $150⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$500/hr; “Hourly charges are assessed as work is conducted (with rates ranging from $150 to $500 per hour).”

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

“Financial planning fees are typically paid in advance.”
“Clients are billed quarterly in advance at the rate of one fourth of the annual fee shown above; typically, the fee is deducted from clients’ accounts.”

Its hourly rate of $150-$500 spans the Texas median of $275. 67% of the 468 other Texas planners that publish an hourly rate charge less.
42 of the 67 other planners in Houston that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 480
Employees: 10
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $956,390,510
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168333
Website: mbrfinancial.com (opens in new tab)
Phone: (832) 667-8787

Is something on this page wrong or out of date?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