PlannerFees

Symphony Financial, LTD. Co. fees and pricing

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

According to its Form ADV Part 2A brochure dated April 1, 2026, Symphony Financial, LTD. Co. charges $450 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$450/hr
“Fees generally start at $1000 fixed or $450 on an hourly basis.”

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

How Symphony Financial, LTD. Co. bills

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

  • “These fees are negotiable, depending upon the scope and complexity of the services, and the professional rendering the financial planning and/or consulting services.”
  • “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Financial Planning Agreement and Symphony generally requires one-half of the fee (estimated hourly or fixed) payable upon execution of The Agreement.”
  • “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

How Symphony Financial, LTD. Co.’s fees compare

  • Its hourly rate of $450 is above the Texas median of $275. 85% of the 468 other Texas planners that publish an hourly rate charge less.
  • 57 of the 67 other planners in Houston that publish an hourly rate charge less.

About Symphony Financial, LTD. Co.

“Symphony offers a variety of advisory services, which include Personal Choice Retirement Account selfdirected retirement account management (PCRA), financial planning, consulting, portfolio management services, multi-family office services and third party management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Wallace Carr
  • Firm size: 26 employees.
  • Registered as an adviser: 2014 (12 years).

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
2.5% a year
Clients
2,823
Employees
26
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed
$1,354,847,217
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
171816
Website
thegreensagegroup.com (opens in new tab)
Phone
(281) 272-6800

Can advise clients in 24 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Louisiana, Maryland, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Houston that publish fees

Compare all 154 planners in Houston

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.