Wealth Development Strategies Investment Advisory, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$550/hr

“WDSIA will assess a minimum hourly fee rate of $550 an hour for Financial Planning provided in connection with the preparation of a Financial Plan until the date of termination of the Financial Planning Agreement.”

Flat or project fee

$2,500⁠-⁠$50,000

“In general, flat fees may range from $2,500 to $50,000 with an initial $500 deposit upfront, and the remainder due upon delivery of the plan for financial planning or receipt of the invoice for consultative services.”

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

How Wealth Development Strategies Investment Advisory, Inc. bills

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

• “If Client retained WDSIA on an hourly basis for Consultative Services, WDSIA will invoice the Client for services rendered up to termination at the hourly rate provided in the applicable Financial Planning Agreement.”
• “If Client retained WDSIA on an hourly basis for Consultative Services, WDSIA will invoice the Client for services rendered up to the date of termination at the hourly rate defined in the applicable Financial Planning Agreement.”

How Wealth Development Strategies Investment Advisory, Inc.’s fees compare

• Its hourly rate of $550 is above the Texas median of $275. 95% of the 468 other Texas planners that publish an hourly rate charge less.
• 63 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the Texas median of $3,850. 96% of the 401 other Texas planners that publish a flat or project fee charge less.
• 46 of the 49 other planners in Houston that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealth Development Strategies Investment Advisory, Inc.

• Firm size: 6 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

6

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

119127

Phone

(713) 814-9093

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• 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

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