Outlook Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“Typically, we charge a flat fee from $2550 to $5,000 or an hourly fee of ranging from $200-$400 per hour on the complexity of the situation and planning.”

Flat or project fee

$2,550⁠-⁠$5,000

From the same sentence as above.

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

How Outlook Wealth Advisors, LLC bills

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

• “The fee is negotiable at OWA’s sole discretion, and not all Clients of OWA will be charged the same fee or according to the same fee schedule.”
• “Fees shall be billed quarterly, in advance, at the beginning of each quarter, based upon the agreed annual percentage rate in the Client’s investment advisory agreement.”
• “Fees on amounts deposited during a quarter will be assessed in arrears for the quarter in which the deposit was made.”

How Outlook Wealth Advisors, LLC’s fees compare

• Its hourly rate of $200-$400 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 2 of the 7 other planners in The Woodlands that publish an hourly rate charge less.
• Its flat or project fee of $2,550-$5,000 spans the Texas median of $3,850. 50% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in The Woodlands that publish a flat or project fee charge less.

About Outlook Wealth Advisors, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.4% a year

Clients

569

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$593,701,413

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

291465

Website

youtube.com/@outlookwealthadvisorshouston (opens in new tab)

Phone

(281) 872-1515

Can advise clients in 7 states: California, Colorado, Florida, Louisiana, Oklahoma, Tennessee, Texas

Other planners in The Woodlands that publish fees

• Anchored WealthThe Woodlands$400/hr
• Assurance Wealth ManagementThe Woodlands$1,500⁠-⁠$2,500
• Awm Financial Services Inc.The Woodlands$1,000/hr
• Cooksen Wealth, LLCThe Woodlands$2,500⁠-⁠$5,000
• Diamond Client Group, LLCThe Woodlands$2,500⁠-⁠$100,000, $250⁠-⁠$8,000/mo
• HFG Wealth Management, LLCThe Woodlands$400/hr

Compare all 24 planners in The Woodlands