Viaquest Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 24, 2026, Viaquest Advisors LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “We charge an hourly fee of $200.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

“The first hour is payable in advance, as a deposit.”
“Fees are due upon completion of services rendered.”
“Fees for Pension Consulting are negotiable and determined on a case-by-case basis.”

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, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 292
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $174,447,485
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 333842
Website: viaquestfinancial.com (opens in new tab)
Phone: (281) 335-7609

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