Sucre'-Vail Wealth Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 13, 2026, Sucre'-Vail Wealth Advisors charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Financial Planning and Consulting Services SVWA offers stand-alone financial planning and consulting services at an hourly rate of $200 or on a fixed fee basis, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

“Fees may be negotiable at the sole discretion of the Advisor.”
“Financial Planning and Consulting Services Financial planning and consulting fee are invoiced by the Advisor upon completion of the engagement deliverable[s] and are due upon receipt.”
“Fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan, pursuant to the terms of the retirement plan advisory agreement.”

Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
11 of the 67 other planners in Houston that publish an hourly rate charge less.

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: 1.1% a year
Clients: 61
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed: $55,751,113
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 114679
Website: sucrevailwa.com (opens in new tab)
Phone: (281) 286-9991

Is something on this page wrong or out of date?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.