Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
570 clients
Average Client Portfolio
$953K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$250K
Financial Plan Fee:$2,550 - $5,000
Hourly Rate:$200 - $400/hr

OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of assets under management. Financial planning fees range from $2,550 to $5,000 or $200 to $400 per hour, depending on complexity. A 50% deposit is required before commencing financial planning services. OWA requires a minimum of $250,000 to work with the firm, but this may be waived at OWA's discretion.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

24 Waterway Ave, Ste 1400, The Woodlands, TX, 77380-3391

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Outlook Wealth Advisors, LLC
September 2025 - Present · 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2022 - August 2025 · 3 yrs 7 mos
Ameriprise Financial Services, LLC Broker
December 2021 - August 2025 · 3 yrs 8 mos
UBS Financial Services INC.
October 2003 - February 2007 · 3 yrs 4 mos
UBS Financial Services INC. Broker
September 2003 - February 2007 · 3 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.