PlannerFees

Sovereign Wealth Advisors LLC fees and pricing

Financial planner in Houston, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Sovereign Wealth Advisors LLC charges $350 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Our hourly fee is $350.”
Flat or project fee
$1,500⁠-⁠$10,000
“Flat fees generally range from $1,500 to $10,000, depending on the scope and complexity of the engagement.”

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

How Sovereign Wealth Advisors LLC bills

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

  • “Our fees are generally billed quarterly in advance on a pro rata annualized basis, based on the value of the account on the last day of the preceding quarter unless the applicable agreement provides otherwise.”
  • “The fee, if any, is payable in advance and is described in the applicable seminar agreement.”
  • “Clients may rescind their reservation and receive a full refund if they cancel at least 48 hours before the seminar.”

How Sovereign Wealth Advisors LLC’s fees compare

  • Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
  • 45 of the 67 other planners in Houston that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Texas median of $3,850. 64% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 30 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Sovereign Wealth Advisors LLC

“Our Wrap Comprehensive and Comprehensive Portfolio Management services include portfolio management together with financial planning and consulting as part of an ongoing advisory relationship.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Russell Gebhard
  • Firm size: 35 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

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
2.95% a year
Clients
1,252
Employees
35
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed
$625,113,905
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
188524
Website
sovereignwealthadvisors.com (opens in new tab)
Phone
(713) 527-3400

Can advise clients in 3 states: Florida, Louisiana, Texas

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