Oak Harvest Investment Services fees and pricing

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

$150⁠-⁠$450/hr

“Our hourly fees range between $150 to $450 an hour for advice delivered via financial consultations.”

Flat or project fee

$2,400⁠-⁠$25,000

“The negotiated cost for the completion of a financial plan is typically between $2400 and $25,000 depending on the scope and complexity of the client’s financial situation.”

Annual fee

$150⁠-⁠$5,000/yr

“The negotiated annual cost for additional review, assistance, and monitoring is between $150 and $5,000 per year.”

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

How Oak Harvest Investment Services bills

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

• “Clients are billed quarterly, in arrears.”
• “This means that if you are an existing client and you deposit additional funds into an already existing account that has already been open for a full billing cycle, the additional deposit will not be billed on a prorated basis.”
• “The entire account, including the deposit made midway through the billing period, will be billed for the full billing period, based on the value of the account on the last day of the quarter.”

How Oak Harvest Investment Services’ fees compare

• Its hourly rate of $150-$450 spans 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 $2,400-$25,000 spans the Texas median of $3,850. 89% of the 401 other Texas planners that publish a flat or project fee charge less.
• 43 of the 49 other planners in Houston that publish a flat or project fee charge less.
• Its annual fee of $150-$5,000 is below the Texas median of $6,000. 27% of the 106 other Texas planners that publish an annual fee charge less.
• 7 of the 16 other planners in Houston that publish an annual fee charge less.

About Oak Harvest Investment Services

• Firm size: 44 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate 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% a year

Clients

968

Employees

44

Works with

Individuals, high net worth individuals, investment companies, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting, and educational seminars and workshops

Assets managed

$1,136,761,287

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173293

Website

podbean.com/pw/pbblog-ryvbf-3c0ffc (opens in new tab)

Phone

(281) 822-1350

Can advise clients in 29 states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

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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