Westcenter Advisors LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 14, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Services are offered based on an hourly fee of $100 per hour.”

Flat or project fee

$250⁠-⁠$1,250

“Services are offered based on a flat fee between $250 and $1,250.”

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

How Westcenter Advisors LTD bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Westcenter Advisors LTD’s fees compare

• Its hourly rate of $100 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $250-$1,250 is below the Texas median of $3,850. 6% of the 401 other Texas planners that publish a flat or project fee charge less.
• 2 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Westcenter Advisors LTD

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 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

Highest asset based fee in brochure

1.15% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291541

Website

westcenterfinancial.com (opens in new tab)

Phone

(713) 550-8778

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

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