Roth Financial Partners LLC fees and pricing

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.

Hourly rate

$100⁠-⁠$500/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $5,000 on a fixed fee basis, and from $100 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$2,000⁠-⁠$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Roth Financial Partners LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous month.”
• “Upon termination, the Registrant shall invoice the client for the value of services rendered based upon the number of days such services were rendered during the billing quarter.”

How Roth Financial Partners LLC’s fees compare

• Its hourly rate of $100-$500 spans the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Kingwood that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Texas median of $3,850. 46% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Kingwood that publish a flat or project fee charge less.

About Roth Financial Partners LLC

• Firm size: 4 employees.
• Registered as an adviser: 2020 (6 years).

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

Highest asset based fee in brochure

1% a year

Clients

267

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$460,120,257

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309814

Website

rothfinancialpartners.com (opens in new tab)

Phone

(281) 973-8816

Can advise clients in 6 states: Florida, Illinois, Louisiana, North Carolina, Ohio, Texas

Other planners in Kingwood that publish fees

• LCM FinancialKingwood$300/hr
• Lifeplan Financial Services, LPKingwood$275/hr, $2,475⁠-⁠$5,500
• MTR Financial Services, LLCKingwood$85⁠-⁠$150/hr
• Silverstone Private WealthKingwood$2,000⁠-⁠$10,000
• Stephanie E. Doyle Investment ManagementKingwood$150/hr
• Us 1ST Wealth ManagementKingwood$200/hr, $2,500

Compare all 9 planners in Kingwood