Vestis Advisors, LLC fees
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Vestis Advisors, LLC (Houston, TX) charges up to $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change.
- Hourly rate
- Up to $200/hr
Capped at $200, at or below the Houston median of $250. Capped at $200, at or below the Texas median of $250.
“Financial Planning and Consulting Services - Vestis offers financial planning and consulting services at an hourly rate of up to $200 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2010 (16 years)
How Vestis Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment advisory fees are billed on a quarterly basis, at the end of each quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
About Vestis Advisors, LLC
“Business Description - Vestis Advisors, LLC ("Vestis Advisors" or the “Advisor”) is an independent, fee-only registered investment advisor (“RIA”) located in the State of Texas that provides investment advisory services to individuals, high net worth individuals, corporate entities, and trusts (herein a “Client”).”
- Principal: Jeffrey W. Ivy
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 17
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $10.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 9, 2026
- CRD number
- 152579 (opens in new tab)
- Phone
- (713) 485-6642
Other planners in Houston that publish fees
- Brownlee Wealth ManagementHoustonHourly $450/hr, Flat $500-$5,000
- Analog Capital AI, LLCHoustonHourly $250-$450/hr
- MNM Vested, LLCHoustonFlat from $4,000
- Nxt:gen Financial PlanningHoustonHourly $200-$300/hr, Flat $500-$20,000
- Perceptive Wealth Advisors LLCHoustonHourly up to $500/hr, Flat $1,000-$10,000
- Trinity Legacy Partners, LLCHoustonHourly $250/hr, Flat $1,000-$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.