Miles Wealth Management, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“An estimate will be given after the initial consultation. 2 Hourly consulting is available for a fee in the range of $300 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“We also offer Fixed Fee Financial Plans typically range between $1000 - $5000.”

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

How Miles Wealth Management, L.L.C. bills

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

• “Fees are payable quarterly in advance and such fees may be deducted from client's account(s) quarterly within thirty (30) days following the end of the previous quarter for which said fees will be incurred.”
• “The client may elect to pay the fee upon execution of the client agreement or a combination of up front and in arrears.”
• “All fees are negotiable at our sole discretion.”

How Miles Wealth Management, L.L.C.’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 33 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 19 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Miles Wealth Management, L.L.C.

• 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

• Retirement planning
• Estate planning
• College planning
• Insurance analysis

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% a year

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166621

Phone

(713) 927-5292

Can advise clients in 2 states: Louisiana, Texas

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

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