Pin Oak Investment Advisors Inc fees
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 1, 2026, Pin Oak Investment Advisors Inc (Houston, TX) charges $250-$600 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change.
- Hourly rate
- $250-
$600/hr Starts at the Houston median of $250 and runs above it. Starts at the Texas median of $250 and runs above it.
“Although uncommon, if charged, such fees would be anticipated to generally range from $1000 to $5000 on a fixed fee basis, or from $250 to $600 on an hourly rate basis, depending on the nature and complexity of the services provided.”
- Flat or project fee
- $1,000-
$5,000 Runs from below the Houston median of $4,500 to above it. Runs from below the Texas median of $4,500 to above it.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 12 employees
- Registered since
- 1990 (36 years)
How Pin Oak Investment Advisors Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Specific terms of any stand-alone service will be established in advance and agreed upon in writing.”
- “Financial planning clients are billed when the financial plan is presented to the client.”
- “Fees are due and payable upon the receipt of the bill.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 298
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $785 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 1, 2026
- CRD number
- 105550 (opens in new tab)
- Phone
- (713) 871-8300
Other planners in Houston that publish fees
- Crestridge Wealth Advisors, LLCHoustonHourly $300/hr, Flat $25,000-$250,000
- Perceptive Wealth Advisors LLCHoustonHourly up to $500/hr, Flat $1,000-$10,000
- Concurrent Wealth ManagementHoustonHourly $800/hr, Monthly $1,000/mo
- Live Oak Wealth Advisory Group, LLCHoustonHourly $125-$250/hr, Flat $1,250-$5,000
- Precedent Wealth Partners, LLCHoustonHourly up to $500/hr, Flat $1,500-$10,000
- Alden M. ShorterHoustonHourly $200/hr, Flat $2,000
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.