H
Hozie Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,149,532
Clients
14
57% high-net worth
Advisors
1
of 1 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
14
LowAverage account size
$1,224,967
About
Hozie Consulting advises individuals — notably business owners, executives, retirees, and their families facing life transitions — and manages a modest, concentrated client roster with about $17.1 million in discretionary assets. The firm provides financial planning, both discretionary and non-discretionary portfolio management, consulting, tax return preparation, general accounting, and fractional CFO services.
The firm’s investment approach emphasizes globally diversified, index‑based portfolios constructed with low‑cost mutual funds and ETFs, strategic asset allocation, and periodic threshold‑based rebalancing, with a multi‑year (five‑year) minimum horizon. It integrates investment advice with tax and planning considerations and implements model portfolios tailored to client objectives, including both discretionary and non‑discretionary engagements.
What is distinctive is the formal combination of investment advisory work with ongoing tax, accounting, and fractional CFO services delivered by the firm’s principal, with those services separately billed and offered without requiring cross‑engagement. The firm’s ADV also discloses a prior regulatory matter — a 2010 SEC settlement tied to the principal’s former role as a CFO and related temporary suspensions of public accounting/SEC practice (the CPA license suspension and SEC restrictions were later lifted and the license reinstated) — a disclosure prospective clients should review on the ADV.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
Equity compensation tax strategy
Business succession planning
Passive / index investing
Occupation focus
Executive
Founder/Business Owner
Retired
Fee options
Fixed fees for broad-based financial planning services; fixed fees for specific projects possible
$0 - $1,500,000: 1.00% annually $1,500,000 - $3,000,000: 0.50% annually $3,000,000 - $5,000,000: 0.33% annually $5,000,000+: 0.25% annually
$300 per hour for financial planning and consulting services
Main office location
Hozie Consulting
Coppell TX, United States
Number of offices
1
Most active in
Hozie Consulting 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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