Howland Advisory Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,088,999
Clients
18
22% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$1,560,500
About
Howland Advisory serves individuals, high‑net‑worth clients, IRAs, trusts, estates and business entities through a small, boutique client base (roughly 18 clients). The firm provides discretionary and non‑discretionary portfolio management, written financial plans, periodic review services, financial counseling, and referrals to unaffiliated third‑party managers.
The firm pursues a blended active/passive, diversified approach and uses both fundamental and technical security analysis to construct and monitor customized asset allocations, with at least quarterly reviews and options for ongoing periodic planning retainers. Portfolios may include focused or special‑situation positions and exposure to foreign and high‑yield securities when aligned with a client’s objectives, and the firm will recommend and oversee third‑party managers for portions of client assets when appropriate.
Howland Advisory is a long‑standing, privately owned practice founded in 1991 and led by an experienced, CFP‑credentialed principal, reflecting a small‑scale, hands‑on operating model. Distinctive operational features include no stated firm account minimum (third‑party managers may have minimums), a financial planning rate billed by the hour (disclosed at $350/hr), disclosed fee‑sharing arrangements with third‑party managers and occasional insurance commissions from a licensed insurance activity, and use of Charles Schwab as custodian with certain platform fee waivers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Periodic review service & financial counseling services
Periodic review service & financial counseling services
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001 - $6,000,000: 0.60% $6,000,001+: 0.50%
Insurance commissions from insurance product sales; not related to advisory services
Financial planning and financial counseling at $350 per hour
Quarterly retainer fees for periodic review or financial counseling services, negotiated per client
Fee-only: Financial planning and counseling fees at $350 per hour; fees may also be negotiated as quarterly retainer fees
Main office location
Howland Advisory Corporation
6116 North Central Expressway, Suite 518
Dallas TX 75206, United States
Number of offices
1
Most active in
Howland Advisory Corporation has reported serving >5 clients in these states in the last 12 months.
Texas
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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