Advisor at Stillforest Wealth Management
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Firm
Stillforest Wealth Management
Location
Houston, TX 77077
Credentials
CFP®, CFA®, Series 65
Industry experience
9 years
Liem Hoang is a financial advisor at Stillforest Wealth Management in Houston, TX, holding CFP® and CFA® designations as well as a Series 65 license. He has eight years of industry experience, with prior roles at firms including OWLFA LLC, Trajan Wealth, L.L.C., and Investec Wealth Strategies. Stillforest Wealth Management serves individual and high-net-worth clients by providing investment management and comprehensive financial planning across areas such as business planning, retirement, and estate planning coordination. The firm employs a blend of passive and active investment strategies grounded in modern portfolio theory and offers discretionary portfolio management with quarterly reviews.
Based on Stillforest Wealth Management
Based on Stillforest Wealth Management
Project-Based Financial Planning fees ranging from $500 to $15,000; Initial financial planning fee up to $500; ongoing fixed fees $500 to $1,000 per month
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$400 per hour for prorated financial planning work upon early termination
Ongoing Financial Planning fees paid monthly in arrears ranging from $500 to $1,000
Fee-only: Investment Management fees based on tiered percentage of assets; Financial Planning fees fixed fee $500 initial plus $500-$1,000 monthly ongoing or project-based fixed fees $500-$15,000
1001 S. Dairy Ashford, Suite 100 167
Houston, TX 77077
Louisiana · Texas
Stillforest Wealth Management LLC
2024 - Present (2 years)
OWLFA LLC
2023 - 2024 (1 year)
Trajan Wealth, L.L.C.
2021 - 2023 (2 years)
OWLFA LLC
2021 - 2021 (1 year)
Investec Wealth Strategies
2020 - 2021 (1 year)
OWLFA LLC
2016 - 2020 (4 years)
DTI Knowledge Solutions
2013 - 2020 (7 years)
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