Post Oak Private Wealth Advisors fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 16, 2026, Post Oak Private Wealth Advisors charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“AND CONSULTING Post Oak Private Wealth Advisors charges a fixed fee of no more than $5,000 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Post Oak Private Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The management fee is calculated and collected monthly in arrears.”
- “Upon termination, fees will be prorated for the number of days that services were rendered on the Account’s valuation as of the termination date.”
- “Upon our receipt of written notice of termination, the client will be charged a prorated amount of the management fee based on the number of days services were provided during the termination month.”
How Post Oak Private Wealth Advisors’ fees compare
- Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
- 26 of the 49 other planners in Houston that publish a flat or project fee charge less.
About Post Oak Private Wealth Advisors
- Firm size: 7 employees.
- Founded: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 376
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $390,930,642
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159293
- Phone
- (281) 580-2100
Can advise clients in 3 states: Florida, New Mexico, Texas
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.