Overlook Park Wealth, LLC fees and pricing
Financial planner in Humble, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 5, 2026, Overlook Park Wealth, LLC charges a flat or project fee of $750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$2,500
“AND CONSULTING OPW charges a negotiable fixed fee between $750 and $2,500 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Overlook Park Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Investment management fees are billed monthly in arrears, meaning that we invoice you after the billing period.”
How Overlook Park Wealth, LLC’s fees compare
- Its flat or project fee of $750-$2,500 is below the Texas median of $3,850. 18% of the 401 other Texas planners that publish a flat or project fee charge less.
About Overlook Park Wealth, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Business owners
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
- 2% a year
- Clients
- 74
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300955
- Phone
- (281) 701-0636
Other planners in Humble that publish fees
- A Small InvestmentHumble$250/hr, $3,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
Is something on this page wrong or out of date?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.