Katherine Letsos
Joyce Wealth Management · Houston, Texas
Katherine Letsos is a fee-only financial advisor at Joyce Wealth Management in Houston, Texas. Katherine focuses on retirement planning, estate & legacy planning and tax planning. Joyce Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Joyce Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $483.1M across 949 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4998752 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.joycewealthmanagement.com |
How Katherine's firm compares
- Joyce Wealth Management's average account is about $509,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about Katherine
Is Katherine Letsos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Joyce Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Joyce Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Katherine charge?
According to Joyce Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Katherine Letsos based?
Katherine Letsos is based in Houston, Texas.
What does Katherine specialize in?
Katherine's specialties include retirement planning, estate & legacy planning and tax planning. Katherine works with retirees and multi-generational families.
Is Katherine Letsos registered with the SEC?
Yes. Katherine Letsos is registered as an investment adviser representative in TX (CRD 4998752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Joyce Wealth Management manage?
Joyce Wealth Management reports $483.1M across 949 accounts in assets under management.
How do I contact Katherine Letsos?
Through Katherine's website, www.joycewealthmanagement.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
- Joyce Wealth Management 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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