Increase Consultants LLC logo

Increase Consultants LLC

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Client assets under management

$14,000,000

Clients

200

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

50

Typical

Average account size

$70,000

About

Increase Consultants LLC advises individuals (including high‑net‑worth clients), trusts, not‑for‑profit plans, endowments, corporations and other business entities, reporting roughly 200 clients, about $14.5 million in assets under management, and a team of four advisors. Its services include discretionary and non‑discretionary portfolio management, comprehensive and hourly financial planning, family‑office style consulting, and 401(k) plan education and monitoring.

The firm describes a long‑term, fundamentally driven, globally diversified investment approach, using separately managed accounts, strategic asset‑allocation targets, and quantitative optimization and risk/return tools to construct and monitor portfolios. It also offers consolidated family‑office reporting and manager‑selection work that explicitly aims to identify and reduce manager, trading and tax costs for clients.

Distinctive elements in the brochure include affiliated operating entities (Increase Financial LLC and Increase Life Co. of America) and advisors holding securities and insurance licenses, with the disclosure that neither the firm nor its affiliates are registered as commodity or futures firms. The firm also notes participation in wrap‑fee programs, use of Charles Schwab Institutional custody and third‑party technology platforms, and a relatively small AUM for a multi‑advisor team.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy Income planning Long-term care insurance

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Fee options

Fixed

Comprehensive Financial Plan: $1,500 fixed fee; Annual Financial Plan Review: $500 fixed fee

Percentage

$0 - $1,000,000: 1.5% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $7,000,000: 0.80% annually $7,000,001 - $10,000,000: 0.70% annually $10,000,001 - $15,000,000: 0.50% annually

Project-based

$350 hourly fee for Separate Financial Planning Consultations

Other

Account minimum: $20,000 Fee-only: Comprehensive Financial Plan: $1,500 fixed fee; Annual Financial Plan Review: $500 fixed fee; Separate Financial Planning Consultations: $350 hourly fee

Main office location

Increase Consultants LLC

7335 Highway 6,, Suite 250

Missouri City TX 77459, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew H

Series 63, Series 65

Missouri City, TX

Increase Consultants LLC

Andrew Hauch is a financial advisor at Increase Consultants LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Increase Financial, LLC since 2016, including a two-year period at LPL Financial, LLC. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach involving fundamental analysis and multi-step portfolio management, serving clients with family-office style reporting and various investment vehicles.

Wealth management Retirement income strategy Income planning Long-term care insurance
user avatar

Kiley S

Series 65

Missouri City, TX

Increase Consultants LLC

Kiley Sanders is a financial advisor at Increase Consultants LLC with a Series 65 designation and one year of industry experience. Prior to advising, Sanders worked in various roles including positions at Whataburger, Red Snapper Inn, Holiday Inn Suites, and Stephen F. Austin University. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach focused on fundamental analysis and a multi-step portfolio process.

Wealth management Retirement income strategy Income planning Long-term care insurance
user avatar

Marcus F

Series 65

Missouri City, TX

Increase Consultants LLC

Marcus Ford is a financial advisor at Increase Consultants LLC with six years of industry experience. He holds a Series 65 designation and has been with Increase Consultants since 2018. In addition to his advisory role, he has been affiliated with Texas Southern University since 2008. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach and offers family-office style reporting, non-investment consulting, and 401(k) education and plan monitoring.

Wealth management Retirement income strategy Income planning Long-term care insurance
user avatar

Eric M

Series 63, Series 66

Missouri City, TX

Increase Consultants LLC

Eric Miller is a financial advisor at Increase Consultants LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC since 2016. Outside of his advisory role, he serves as president of an affiliated insurance agency. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, globally diversified investment approach and offers family-office style reporting, portfolio management, and non-investment consulting.

Wealth management Retirement income strategy Income planning Long-term care insurance
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