Geoffry Oshman
Geoffry H. Oshman, CFP · Houston, Texas
Geoffry Oshman is a fee-only financial advisor at Geoffry H. Oshman, CFP in Houston, Texas, who holds the CFP credential. Geoffry H. Oshman, CFP reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Geoffry H. Oshman, CFP |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15.2M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4482815 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Geoffry's firm compares
- Geoffry H. Oshman, CFP's average account is about $361,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Geoffry
Is Geoffry Oshman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffry holds no broker registration, and Geoffry H. Oshman, CFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffry charge for financial advice?
Geoffry's firm, Geoffry H. Oshman, CFP, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Geoffry Oshman based?
Geoffry Oshman is based in Houston, Texas.
What credentials does Geoffry Oshman hold?
Geoffry Oshman holds the CFP credential.
Is Geoffry Oshman registered with the SEC?
Yes. Geoffry Oshman is registered as an investment adviser representative in TX (CRD 4482815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Geoffry H. Oshman, CFP manage?
Geoffry H. Oshman, CFP reports $15.2M across 42 accounts in assets under management.
How do I contact Geoffry Oshman?
Contact details aren't on file yet. Search for Geoffry H. Oshman, CFP.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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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