Updated:
Financial Advisory Group
The Financial Advisory Group provides wealth management and financial advisory services within the financial sector. Its services include financial planning,...
Overview
The Financial Advisory Group provides wealth management and financial advisory services within the financial sector. Its services include financial planning, investment management, tax planning, and retirement strategies. The company operates on a fee-only model, serving a diverse clientele. Founded in 1997, it is based in Houston, Texas, and was acquired by Wealth Enhancement Group in May 2024.
General information
Firm type
Multi Family Office
Year founded
1989
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Frequently asked questions
Does the firm manage assets on a discretionary basis?
Yes — the firm functions as a discretionary investment manager within the scope of its client investment policy statements. This includes tactical rebalancing, manager selection, and allocation across public and private asset classes. Non-discretionary advisory arrangements are also available for families that prefer to retain direct execution authority.
How is the firm compensated, and does it receive commissions?
The firm operates on a fee-only basis, charging an advisory fee calculated as a percentage of assets under management. It does not accept commissions, 12b-1 fees, or revenue-sharing arrangements from product providers — a structural choice that distinguishes it from broker-dealer and bank-trust competitors in the Texas market.
Is Financial Advisory Group related to any bank, trust company, or larger financial institution?
No. The firm is independently owned and operated by its advisory principals and is not a subsidiary or affiliate of any bank holding company, trust institution, or national brokerage platform. This independence is central to its positioning as an objective fiduciary without proprietary product obligations.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Financial Advisory Group in Altss
Explore available research and relationship coverage for this adviser in Altss.