Signature Financial Advisors fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Signature Financial Advisors charges $375⁠-⁠$500 an hour and a flat or project fee of $3,500⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$375⁠-⁠$500/hr
“Our Financial Planning fees for modular plans are calculated and charged on an hourly basis when appropriate and range from $375 to $500 per hour.”
Flat or project fee
$3,500⁠-⁠$15,000
“Our Comprehensive Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $3,500 to $15,000, depending on the specific arrangement reached with the client.”

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

How Signature Financial Advisors bills

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

  • “Fees will be payable quarterly in advance and upon deposit of any additional funds in the investment account.”
  • “Such fees will be prorated based on the number of days remaining in the quarter.”
  • “These fees are generally charged in advance.”

How Signature Financial Advisors’ fees compare

  • Its hourly rate of $375-$500 is above the Texas median of $275. 85% of the 468 other Texas planners that publish an hourly rate charge less.
  • 56 of the 67 other planners in Houston that publish an hourly rate charge less.
  • Its flat or project fee of $3,500-$15,000 spans the Texas median of $3,850. 79% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 39 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Signature Financial Advisors

  • Firm size: 4 employees.
  • Credentials named in the brochure: CPA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College 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
Highest asset based fee in brochure
1.5% a year
Clients
209
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$68,111,048
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
283964
Website
mysignaturefa.com (opens in new tab)
Phone
(713) 552-7000

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