WESTPARK WEALTH Advisors, Inc.

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Total assets under management

$229,314,510

Total clients

673

12% high-net worth

Total advisors

of 27 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$340,735

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning/consulting services range from $250.00 to $5,000.00 depending on complexity; total fee typically does not exceed $10,000 annually.

Percentage

0.0% to 2.00% annually (varies by Investment Advisor Representative; fees are negotiable and charged based on quarter-end value of client’s account)

Commissions

Commissions may be charged when Westpark Wealth Advisors facilitates a transaction; amounts are negotiated and stated in contracts.

Project-based

Hourly rates ranging generally from $50.00 to $250.00 per hour for advisory services; total hourly fee typically does not exceed $250/hour.

Other

Account minimum: No minimum (Westpark Wealth Advisors does not impose a minimum dollar value of assets or other conditions for starting or maintaining an account; however, individual investment advisor representatives and third-party programs may impose minimums, which are negotiable). Fee-only: Fees based on percentage of assets under management (0.0% to 2.00% annually) and fixed fees or hourly charges for some advisory services.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

WESTPARK WEALTH Advisors, Inc.

13111 Westheimer Rd., Suite 475

Houston TX 77077, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 713-266-2993

Advisors at this firm

Dean H

CFP®, Series 66

Houston, TX

WESTPARK WEALTH Advisors, Inc.

Kiran P

Series 63, Series 65

Houston, TX

WESTPARK WEALTH Advisors, Inc.

Craig S

Series 65

Giddings, TX

WESTPARK WEALTH Advisors, Inc.

Joshua K

CFP®, Series 63, Series 65

Brenham, TX

WESTPARK WEALTH Advisors, Inc.

Ronald B

CFP®, Series 63

Houston, TX

WESTPARK WEALTH Advisors, Inc.

Stacey R

Series 66

Houston, TX

WESTPARK WEALTH Advisors, Inc.

Barbara D

Series 63, Series 65

Mc Dade, TX

WESTPARK WEALTH Advisors, Inc.

Michael P

ChFC®, Series 63, Series 65

San Antonio, TX

WESTPARK WEALTH Advisors, Inc.

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