Firm
Asset Lift Wealth Management
Cypress, Texas
Fee-only
Asset Lift Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 25 individual clients, 8 of them high net worth.
- Its average account is about $277,000 (assets it manages divided by its 37 accounts).
- Its hourly rate of $250 is in line with the Texas median of $250.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cypress, Texas |
|---|---|
| Website | assetlift.com |
| Phone | (281) 496-8000 |
Asset Lift Wealth Management 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.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 1.15% a year on the first tier of assets |
| Account minimum | $100,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"A written financial plan, when you want one, is billed hourly — never more than $250 per hour" source
"Up to $500,000 1.15%" source
"$5,000,001 and greater 0.65%" source
"Up to $500,000 1.15%" 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 | $10 million |
| Individual clients | 17 |
| High-net-worth clients | 8 |
| Accounts managed | 37 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 1, 2026 |
| SEC record | CRD 142929 |