Decision Tree Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,981,759
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$247,720
About
Decision Tree Advisor provides wealth management, investment management, and financial planning services to individuals, high‑net‑worth individuals, and corporations. The fee‑only, state‑registered adviser manages approximately $1.98 million in discretionary assets across eight client relationships and does not accept commissions.
The firm emphasizes asset allocation and modern portfolio theory, generally favoring passive index funds while also using active managers when appropriate, and it can incorporate socially responsible (ESG) criteria at a client’s request. Clients work with the adviser to set goals and risk tolerance, and accounts are typically managed on a discretionary basis with both ongoing and project‑based financial planning options; a written financial plan can be provided at client election without an additional fee.
Notable distinguishing features include its small client base and modest AUM relative to many peers, no stated account minimum, and state registration after being founded in 2022, which may affect the firm’s regulatory reporting and scale of operations. The firm’s principal brings multi‑decade industry experience in sector research and recently added a Tax Planning Certified Professional designation to the advisory capabilities, and the firm recommends Charles Schwab for custody while maintaining a policy of not receiving third‑party sales compensation.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for Project-Based Financial Planning range from $600 to $5,000; Annual fee for Ongoing Financial Planning up to $5,000
$0 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.60% $4,000,001+: 0.40%
$300 per hour for Project-Based Financial Planning
Fee-only: Wealth Management and Investment Management fees as percentage of AUM; Financial Planning fees charged as fixed, hourly, or annual fees; no commissions.
Main office location
Decision Tree Advisor
Houston TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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