Henry Vail
Sucre'-Vail Wealth Advisors · Houston, Texas
Henry Vail is a fee-only financial advisor at Sucre'-Vail Wealth Advisors in Houston, Texas. Sucre'-Vail Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sucre'-Vail Wealth Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $55.8M across 109 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1088416 |
| Exams passed | Series 63 (1983) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sucrevailwa.com |
| Profile |
How Henry's firm compares
- Sucre'-Vail Wealth Advisors's average account is about $511,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Henry
Is Henry Vail a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and Sucre'-Vail Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Henry charge for financial advice?
Henry's firm, Sucre'-Vail Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Henry Vail based?
Henry Vail is based in Houston, Texas.
Is Henry Vail registered with the SEC?
Yes. Henry Vail is registered as an investment adviser representative in TX (CRD 1088416), 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 Sucre'-Vail Wealth Advisors manage?
Sucre'-Vail Wealth Advisors reports $55.8M across 109 accounts in assets under management.
How do I contact Henry Vail?
Through Henry's website, www.sucrevailwa.com.
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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