Post Oak 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
6
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
6
Very LowAverage account size
$0
About
Post Oak Financial serves a small group of clients including individuals, trusts, estates, charitable organizations, and business entities, with a focus on legacy planning and related consulting. Its services encompass legacy and estate planning reviews (wills, beneficiary designations, insurance analysis), consultation on ERISA and non‑qualified executive plans, premium‑finance loan consulting, and referrals to third‑party money managers for portfolio management.
The firm does not offer direct discretionary asset management; instead it constructs client investment policy statements and recommends third‑party managers, using fundamental, technical, and cyclical analysis and providing periodic portfolio and plan reviews. It also offers educational seminars and workshops and incorporates cash‑flow, tax, and insurance economic‑value analyses into client plans.
Distinctive features include an affiliated insurance agency through which the firm offers insurance products and premium‑finance consulting — activities that may generate commission or consulting compensation and are disclosed as potential conflicts of interest. The firm’s client profile and account minimums indicate a focus away from non‑HNW retail individuals toward higher‑net‑worth clients, trusts, corporate entities, and pension‑related engagements.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consultant on premium finance loans, business continutiy, estate planning
Consultant on premium finance loans, business continutiy, estate planning
Fee options
Legacy planning/consulting fees based on estimated plan fee, half due upfront, balance upon delivery
$0+: 2.00% Strategic Portfolios total advisory fee (1.00% Gradient Investments + 1.00% referral fee) $0+: 1.80% Tactical Portfolios total advisory fee (0.80% Gradient Investments + 1.00% referral fee) $0+: 1.70% Allocation & Defined Outcome Portfolios total advisory fee (0.70% Gradient Investments + 1.00% referral fee) $0+: 1.00% Preservation Portfolios total advisory fee (0.40% Gradient Investments + 0.60% referral fee)
$300 per hour (negotiable)
Account minimum: $200,000 Fee-only: Hourly fee negotiable at $300 per hour
Main office location
Post Oak Financial, LLC
Houston TX, United States
Number of offices
1
Most active in
Post Oak Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Forms ADV
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