Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers both fee and non-fee financial planning programs. Fees for seminars and corporate financial planning are negotiable. Asset management services are fee-based, with fees paid to TAMPs or LPL Financial, a portion of which may be shared with Equitable Advisors. The brochure mentions that the advisory fee chart has been updated to reflect current fee minimums and maximums paid to Equitable Advisors and to reflect the current programs offered.
Areas of Practice
Advisor Information
Office location
3200 Southwest Fwy, #1800, Houston, TX, 77027
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Aaron works as a delivery driver for DoorDash Inc., dedicating about 10-20% of his time to this activity. This began in February 2025.