Potter Advisors LLC fees and pricing
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 31, 2023, Potter Advisors LLC charges $350-$1,000 an hour and a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 31, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$1,000/hr
“The negotiated hourly fee for these services is between $350 and $1,000 and is negotiated based on the complexity of the client’s portfolio and the scope of the client’s financial planning needs.”
- Flat or project fee
- $1,000-$25,000
“The negotiated fixed rate for non-discretionary advisory services is between $1,000 and $25,000, negotiated based on the complexity of the client’s portfolio and the scope of the client’s financial planning needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Potter Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For ongoing portfolio management and financial planning, the fixed fee is paid in advance as a monthly retainer.”
- “For ongoing portfolio management and financial planning, hourly fees are estimated and paid in advance as a monthly retainer.”
- “The negotiable annual asset-based fee is paid quarterly, in arrears.”
How Potter Advisors LLC’s fees compare
- Its hourly rate of $350-$1,000 is above the Texas median of $275. 97% of the 468 other Texas planners that publish an hourly rate charge less.
- 65 of the 67 other planners in Houston that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$25,000 spans the Texas median of $3,850. 88% of the 401 other Texas planners that publish a flat or project fee charge less.
- 42 of the 49 other planners in Houston that publish a flat or project fee charge less.
About Potter Advisors LLC
“Portfolio Management Services + Financial Planning Potter Advisors provides continuous portfolio management services and financial planning based on client goals, objectives, time horizon, and risk tolerance.”
- Principal: Carrie Potter
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165126
- Phone
- (713) 982-8500
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.