Stillforest Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“In the event of early termination prior to the initial plan being delivered, Client shall be charged a prorated fee according to the amount of work performed, based on SWM’s hourly rate of $400, and any unearned fees will be refunded.”

Flat or project fee

$500

“Ongoing Financial Planning SWM collects an initial fee, no greater than $500.”

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

How Stillforest Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears, ranging from $500 to $1,000.”

How Stillforest Wealth Management’s fees compare

• Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
• 52 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Stillforest Wealth Management

• Principal: Liem Hoang
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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% a year

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$20,090,170

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332066

Phone

(281) 339-8689

Can advise clients in 2 states: Louisiana, Texas

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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