Margaret Sucre'-Vail
Sucre'-Vail Wealth Advisors · Houston, Texas
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.
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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 1699749 |
| Exams passed | Series 63 (1987) · Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sucrevailwa.com |
How Margaret'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 Margaret
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.
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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