Tanglewood Legacy Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$395/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $5,000 to $100,000 on a fixed fee basis (depending upon the level and scope of the service(s) required), or at an hourly rate of $395.”

Flat or project fee

$5,000⁠-⁠$100,000

From the same sentence as above.

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

How Tanglewood Legacy Advisors, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the account balance as of the last business day of the previous quarter.”
• “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Tanglewood Legacy Advisors, LLC’s fees compare

• Its hourly rate of $395 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
• 51 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$100,000 is above the Texas median of $3,850. 99% of the 401 other Texas planners that publish a flat or project fee charge less.
• 47 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Tanglewood Legacy Advisors, LLC

• Firm size: 9 employees.
• Founded: 2003 (23 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

Clients

162

Employees

9

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$808,974,525

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127289

Website

family-cfo.com (opens in new tab)

Phone

(713) 599-4999

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

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• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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