Westpark Wealth Advisors, Inc. fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Westpark Wealth Advisors, Inc. charges a flat or project fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250
“These servi es are generally billed at a fixed rate of $250. 00 - 5, $ 00 000. depending upon the nature and complexity of each s indi idual circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Westpark Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Thereafter, the agreement may after amount based upon the number of days remaining advance, the client will be entitled to a pro rata refund of any pre -paid termination.”
- “Services can also be billed at an hourly rate as agreed upon with client which generally range from $50.”
How Westpark Wealth Advisors, Inc.’s fees compare
- Its flat or project fee of $250 is below the Texas median of $3,850. None of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 49 other planners in Houston that publish a flat or project fee charge less.
About Westpark Wealth Advisors, Inc.
- Firm size: 25 employees.
- Registered as an adviser: 2004 (22 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
- Clients
- 737
- Employees
- 25
- 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
- $254,318,418
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130914
- Phone
- (713) 266-2993
Can advise clients in 17 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Indiana, Louisiana, Massachusetts, Michigan, North Carolina, Oregon, South Carolina, Texas, Virginia
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.