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Wellspent public graph/Firms/Sahni
Firm

Sahni

Houston, Texas

Fee-only

Sahni 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 2 employees and 42 individual clients, 24 of them high net worth.
  • Its average account is about $533,000 (assets it manages divided by its 68 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inHouston, Texas
Phone(713) 806-3180

Sahni fees

Sahni doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 byPercentage of assets · Hourly
Assets managed$36 million
Individual clients18
High-net-worth clients24
Accounts managed68
Employees2
Planning clients0
Financial planningOffered
Form ADV filedJuly 31, 2026
SEC recordCRD 173759

Advisors at this firm (1)

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