Post Oak Financial, LLC fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 30, 2026, Post Oak Financial, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Services are offered based on a negotiable hourly fee of $300 per hour.”

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

“One half of the estimated plan fee is due upfront with the balance due upon delivery of the plan.”
“The client may cancel the 6 Post Oak Financial, LLC agreement within five (5) business days and receive a full refund.”
“The client may cancel the consulting contract within five (5) business days and receive a full refund if fees paid in advance.”

Its hourly rate of $300 is above 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.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2006 (20 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 160257
Website: isthmuscapital.com (opens in new tab)
Phone: (713) 256-6594

Can advise clients in 2 states: Louisiana, Texas

Is something on this page wrong or out of date?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.