Patron Partners, 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.

Annual fee

$1,000⁠-⁠$100,000/yr

“Flat fees will be between $1,000 and $100,000 per annum.”

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

How Patron Partners, LLC bills

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

• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
• “The advisory feed is paid on a quarterly basis, in advance, with adjustments made for deposits and withdrawals greater than $25,000 intra-quarter.”
• “For flat fee engagements, Client may receive a pro-rata refund of unearned fees which will be based on the hours Advisor has spent on the engagement, billed at the Advisor’s hourly rate for such engagements.”

How Patron Partners, LLC’s fees compare

• Its annual fee of $1,000-$100,000 spans the Texas median of $6,000. 96% of the 106 other Texas planners that publish an annual fee charge less.
• 16 of the 16 other planners in Houston that publish an annual fee charge less.

About Patron Partners, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning

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

2% a year

Clients

159

Employees

7

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$325,702,333

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310629

Website

patronpartnersadvisors.com (opens in new tab)

Phone

(971) 371-3450

Can advise clients in 3 states: Colorado, Louisiana, Texas

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• 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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