Blair Greenwood
Awaken Wealth Partners · Houston, Texas
Blair Greenwood is a fee-only financial advisor at Awaken Wealth Partners in Houston, Texas, who holds the CFP credential. Blair focuses on estate & legacy planning. Awaken Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Awaken Wealth Partners |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $237.3M across 802 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6658417 |
| Exams passed | Series 66 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | awakenwealthpartners.com |
How Blair's firm compares
- Awaken Wealth Partners's average account is about $296,000, from its Form ADV (assets managed divided by 802 accounts).
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Questions about Blair
Is Blair Greenwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blair holds no broker registration, and Awaken Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Blair charge for financial advice?
Blair's firm, Awaken Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Blair Greenwood based?
Blair Greenwood is based in Houston, Texas.
What does Blair specialize in?
Blair's specialties include estate & legacy planning. Blair works with executives and founders.
What credentials does Blair Greenwood hold?
Blair Greenwood holds the CFP credential.
Is Blair Greenwood registered with the SEC?
Yes. Blair Greenwood is registered as an investment adviser representative in TX (CRD 6658417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Awaken Wealth Partners manage?
Awaken Wealth Partners reports $237.3M across 802 accounts in assets under management.
How do I contact Blair Greenwood?
Through Blair's website, awakenwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Awaken Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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