Firm
New Heights Planning, LLC
Houston, Texas
Fee-only
New Heights Planning, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients, 23 of them high net worth.
- Its average account is about $285,000 (assets it manages divided by its 256 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | newheightsplanning.com |
| [email protected] | |
| Phone | (832) 787-1912 |
New Heights Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,500,000 |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Have an investment portfolio of at least $1.5 million, including your Shell 401(k)." source
"Our firm provides ongoing comprehensive financial planning and investment management." 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 · Fixed fees |
|---|---|
| Assets managed | $73 million |
| Individual clients | 9 |
| High-net-worth clients | 23 |
| Accounts managed | 256 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 314959 |