WiseOwl Capital, LLC fees
Financial planner in The Woodlands, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, WiseOwl Capital, LLC (The Woodlands, TX) charges $200 an hour and a flat or project fee of $500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Texas median of $250; 11% of the 266 other planners in Texas that publish an hourly rate charge less. None of the 3 other planners in The Woodlands charge less.
“Depending on the arrangements made at the time of the engagement, we charge either a fixed fee ranging from $500 to $5,000 or an hourly fee of $200 for financial planning services.”
- Flat or project fee
- $500-
$5,000 Runs from below the Texas median of $4,500 to above it.
From the same sentence as above.
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
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How WiseOwl Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have prepaid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “Payment is due within 15 days of receipt of the invoice.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 29
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $41.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 166920 (opens in new tab)
- Phone
- (713) 550-2294
Other planners in The Woodlands that publish fees
- Waterway Wealth Management, L.L.C.The WoodlandsFlat $5,000-$10,000
- Lloyds Intrepid Wealth ManagementThe WoodlandsHourly $400/hr, Flat up to $5,000
- Rosman Asset Management, LLCThe WoodlandsHourly $250/hr
- Cooksen Wealth, LLCThe WoodlandsFlat $2,500-$5,000
- SF Planning Group LLCThe WoodlandsMonthly $100-$250/mo
- Legacy Financial DesignsThe WoodlandsFlat $1,500-$10,000, Monthly $425-$2,000/mo
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.