André Small
A Small Investment, LLC · Houston, Texas
André Small is a fee-only financial advisor at A Small Investment, LLC in Houston, Texas, who holds the CFP and MBA credentials. A Small Investment, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | A Small Investment, LLC |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 5906531 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | asmallinvestment.com |
| Profile |
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Questions about André
Is André Small a fee-only financial advisor?
Yes. André Small is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by André's firm.
How does André charge for financial advice?
André's firm, A Small Investment, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is André Small based?
André Small is based in Houston, Texas.
What credentials does André Small hold?
André Small holds the CFP and MBA credentials.
Is André Small registered with the SEC?
Yes. André Small is registered as an investment adviser representative in TX (CRD 5906531), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact André Small?
Through André's website, asmallinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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