Firm
DPH Financial
Pearland, Texas
Fee-only
DPH Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 19 individual clients.
- Its average account is about $92,000 (assets it manages divided by its 30 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Pearland, Texas |
|---|---|
| Website | dphfinancial.com |
| Phone | (713) 828-7516 |
DPH Financial fees
DPH Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $3 million |
| Individual clients | 19 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 174893 |