Advisor at Howard Financial Services, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Howard Financial Services, Ltd.
Location
Austin, TX
Credentials
Series 65, Series 66
Industry experience
14 years
William Gray is a financial advisor at Howard Financial Services, Ltd. in Austin, TX, holding Series 65 and Series 66 licenses with 14 years of industry experience. He has been with Howard Financial Services since 2012. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning through its Wealth Management and Capital Partners divisions, typically employing strategic asset allocation across various asset classes and managing most client accounts on a discretionary basis.
Based on Howard Financial Services, Ltd.
Based on Howard Financial Services, Ltd.
Based on Howard Financial Services, Ltd.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001+: 0.50%
$500 per hour for financial planning, billed monthly or quarterly in arrears
Performance-based fees applicable only to affiliated private placements, not to typical clients
Account minimum: $750,000 Fee-only: Fixed annual fee up to $60,000, paid monthly or quarterly in arrears; Financial planning fees between $7,500 and $75,000; Hourly financial planning fees at $500 per hour
Austin, TX
Texas
Howard Financial Services, Ltd.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63
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Mullett Financial LLC
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