Firm
FOCUS Wealth Advisors
Houston, Texas
Fee-only
FOCUS Wealth Advisors 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 115 individual clients, 43 of them high net worth.
- Its average account is about $645,000 (assets it manages divided by its 384 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | focus-wa.com |
| [email protected] | |
| Phone | (713) 800-7170 |
FOCUS Wealth Advisors 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.
| Account minimum | $2,000,000 |
|---|
In the firm's words
"The minimum asset size needed to establish a new relationship with FOCUS Wealth Advisors as an individual or family client is $2 million" 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 |
|---|---|
| Assets managed | $248 million |
| Individual clients | 72 |
| High-net-worth clients | 43 |
| Accounts managed | 384 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-77462) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 165425 |