M
Measure Twice Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
15
0% 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
15
LowAverage account size
$0
About
Measure Twice Financial LLC provides fee‑only financial planning to individuals, high‑net‑worth individuals, and corporations, delivering written comprehensive plans and hour‑based planning engagements. The firm does not provide ongoing portfolio management or custody of client assets, so clients implement investment recommendations through their chosen custodians.
When performing investment analysis as part of a financial plan, the firm employs fundamental, technical, cyclical and charting methods and frames recommendations around modern portfolio theory and passive strategies. Compensation is charged as flat project fees for comprehensive plans or on an hourly basis rather than as a percentage of assets under management, and the firm does not execute trades or participate in wrap programs.
Distinctive features include its solo, state‑registered structure with a small client roster and a firm policy of receiving no outside compensation or broker‑dealer referrals. The firm’s principal also devotes a material portion of time to operating two educational websites for public and advisor audiences, and the firm emphasizes adherence to CFP Board and CFA Institute fiduciary and ethical standards.
Client services
Financial planning
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Comprehensive Financial Plan fee between $2,500 and $10,000, half due at engagement start, remainder upon delivery
$250 to $750 per hour, billed in 10-minute increments, paid monthly in arrears
Fee-only: Comprehensive Financial Plan fee ranges from $2,500 to $10,000 depending on complexity; Hourly Financial Planning charged between $250 and $750 per hour billed in 10-minute increments
Main office location
Measure Twice Financial LLC
Pearland TX, United States
Number of offices
1
Most active in
Measure Twice Financial LLC 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.
-
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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