Potentia Wealth Advisors LLC fees and pricing
Financial planner in Missouri City, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Potentia Wealth Advisors LLC charges a flat or project fee of $1,000-$10,000 and a quarterly fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000.”
- Quarterly fee
- $1,000-$5,000/qtr
“The negotiated fixed rate for ongoing financial planning is between $1,000 and $5,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Potentia Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of PWA's fees within five business days of signing the Investment Advisory 4 Contract.”
- “Clients may terminate the agreement without penalty, for full refund of PWA’s fees, within five business days of signing the Financial Planning Agreement.”
How Potentia Wealth Advisors LLC’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Missouri City that publish a flat or project fee charge less.
About Potentia Wealth Advisors LLC
- Firm size: 2 employees.
- Registered as an adviser: 2026.
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
- 1% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339262
- Phone
- (832) 573-7657
Other planners in Missouri City that publish fees
- Benzer CapitalMissouri City$950/hr, $1,000-$100,000
- Fogarty Wealth Management, Inc.Missouri City$350/hr, $1,000-$10,000
- Folse FinancialMissouri City$400/hr
- Icon ImperialMissouri City$150-$350/hr, $700-$5,000
- Increase Consultants LLCMissouri City$350/hr, $500-$1,500
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.