Vested Legacy Wealth Management, L.P. fees and pricing
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Vested Legacy Wealth Management, L.P. charges $125-$500 an hour for financial planning.
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
- $125-$500/hr
“The hourly fee for these services is between $125 and $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vested Legacy Wealth Management, L.P. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of VLWML's fees within five business days of signing the Financial Planning Agreement.”
- “Fees are charged in arrears upon completion.”
- “Hourly financial planning fees are paid in arrears upon completion.”
How Vested Legacy Wealth Management, L.P.’s fees compare
- Its hourly rate of $125-$500 spans the Texas median of $275. 67% of the 468 other Texas planners that publish an hourly rate charge less.
- 41 of the 67 other planners in Houston that publish an hourly rate charge less.
About Vested Legacy Wealth Management, L.P.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174462
- Phone
- (832) 465-6040
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
Is something on this page wrong or out of date?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.