Southmore Financial Advisory LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 8, 2026, Southmore Financial Advisory LLC charges $240 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
“Half of the estimated fee will be due in advance and the remaining balance will be due upon delivery of the plan.”
“Clients may also pay by electronic funds transfer (EFT) or check.”

Its hourly rate of $240 is below the Texas median of $275. 27% of the 468 other Texas planners that publish an hourly rate charge less.
18 of the 67 other planners in Houston that publish an hourly rate charge less.

Principal: Guang Li
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 5
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed: $1,381,756
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 328426
Phone: (832) 696-8866

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