Firm
Strategic Advisory Services
Houston, Texas
Fee-only
Strategic Advisory Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 207 individual clients, 51 of them high net worth.
- Its average account is about $449,000 (assets it manages divided by its 412 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 | askstrategicadvisory.com |
| Phone | (713) 977-3800 |
Strategic Advisory Services 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 | $250,000 |
|---|
In the firm's words
"our clients typically have a minimum of $250,000 in investable assets" 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 | $185 million |
| Individual clients | 156 |
| High-net-worth clients | 51 |
| Accounts managed | 412 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113260) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 108706 |