Firm
Altere Financial
Houston, Texas
Fee-only
Altere Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 37 individual clients, 34 of them high net worth.
- Its average account is about $836,000 (assets it manages divided by its 66 accounts).
- Its hourly rate of $300 is above the Texas median of $250.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | alterefinancial.com |
| Phone | (713) 899-6589 |
Altere Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,700 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Basic consulting services are priced by the hour at $300 per hour." source
"Core financial planning starts at $2,700 per plan." source
"we implement an advisor fee schedule that is billed quarterly as a percentage of assets under management." source
"Basic consulting services are priced by the hour at $300 per hour." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $55 million |
| Individual clients | 3 |
| High-net-worth clients | 34 |
| Accounts managed | 66 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 332723 |