Firm
Refined Wealth
Houston, Texas
Fee-only
Refined Wealth 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.
- Its average account is about $82,000 (assets it manages divided by its 11 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Texas median of $3,000.
- 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 | refined-wealth.com |
| [email protected] |
Refined Wealth 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $750 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Flat fee · Hourly · Ongoing planning fee |
In the firm's words
"our minimum annual fee is $5,000 (the equivalent of 1% of $500,000)" source
"$750 / One-Time Project" source
"First $1 million 1.00% Fee" source
"We do not have an asset minimum." 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 | $1 million |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 337453 |