Sahni, Inc. fees
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 31, 2026, Sahni, Inc. (Houston, TX) charges up to $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Can go up to $300; the Houston median is $250. Can go up to $300; the Texas median is $250.
“Sahni offers financial planning services at an hourly rate of up to $300 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- 2 employees
- Registered since
- 2014 (12 years)
How Sahni, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly in arrears pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Financial planning fees are invoiced by the Advisor and are due upon receipt of the agreed upon deliverable.”
About Sahni, Inc.
- Founded: 1997 (29 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 42
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $36.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 31, 2026
- CRD number
- 173759 (opens in new tab)
- Phone
- (713) 806-3180
Other planners in Houston that publish fees
- Stillforest Wealth ManagementHoustonFlat $500-$15,000, Monthly $500-$1,000/mo
- Trinity Legacy Partners, LLCHoustonHourly $250/hr, Flat $1,000-$5,000
- Aquinas Advisors, LLCHoustonHourly $250/hr, Flat $5,000
- Perceptive Wealth Advisors LLCHoustonHourly up to $500/hr, Flat $1,000-$10,000
- Natalie M. KassenyevaHoustonHourly $250/hr
- Endeavor Advisors, LLCHoustonHourly up to $350/hr, Flat up to $50,000
Is something on this page wrong or out of date?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.