# Margaret Sucre'-Vail

> Margaret Sucre'-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.

Page: https://find.wellspent.co/advisors/margaret-sucre-vail/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $55.8M across 109 accounts
- **CRD:** 1699749 (https://adviserinfo.sec.gov/individual/summary/1699749)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1987), Series 65 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.sucrevailwa.com

## Frequently asked questions

### Is Margaret Sucre'-Vail a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Margaret 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 Margaret charge for financial advice?

Margaret's firm, Sucre'-Vail Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Margaret Sucre'-Vail based?

Margaret Sucre'-Vail is based in Houston, Texas.

### Is Margaret Sucre'-Vail registered with the SEC?

Yes. Margaret Sucre'-Vail is registered as an investment adviser representative in TX (CRD 1699749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 Margaret Sucre'-Vail?

Through Margaret's website, www.sucrevailwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1699749): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.