Hany Ahmad
Teamwork Financial Group · Houston, Texas
Hany Ahmad is a fee-only financial advisor at Teamwork Financial Group in Houston, Texas, who holds the CFP credential. Hany charges a percentage of assets (1.2% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Teamwork Financial Group |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.01B across 4,648 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4947204 |
| Exams passed | Series 63 (2005) · Series 65 (2008) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.teamworkfinancial.com |
| Profile |
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Questions about Hany
Is Hany Ahmad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hany holds no broker registration, and Teamwork Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hany charge for financial advice?
Hany charges a percentage of assets.
How much does Hany charge?
According to Teamwork Financial Group's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed.
Where is Hany Ahmad based?
Hany Ahmad is based in Houston, Texas.
What does Hany specialize in?
Hany's specialties include retirement planning, estate & legacy planning and tax planning. Hany works with retirees and pre-retirees.
What credentials does Hany Ahmad hold?
Hany Ahmad holds the CFP credential.
Is Hany Ahmad registered with the SEC?
Yes. Hany Ahmad is registered as an investment adviser representative in TX (CRD 4947204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Teamwork Financial Group manage?
Teamwork Financial Group reports $1.01B across 4,648 accounts in assets under management.
How do I contact Hany Ahmad?
Through Hany's website, www.teamworkfinancial.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
- Teamwork Financial Group 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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