V
Vestis Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,368,064
Clients
17
29% 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
17
LowAverage account size
$609,886
About
The firm provides investment management and financial planning services to individuals, high‑net‑worth individuals, corporate entities, and trusts, including retirement account guidance and referrals to unaffiliated investment managers. It operates as a fee‑only fiduciary and offers ongoing portfolio management alongside hourly financial planning engagements.
Investment management is delivered on an ongoing, primarily non‑discretionary basis: the firm works with clients to define goals, risk tolerance and time horizon, recommends diversified asset allocations, and implements portfolios using mutual funds, ETFs and third‑party separately managed accounts. The firm monitors performance, uses third‑party research tools (Morningstar, Envestnet), performs periodic reviews and rebalancing, and does not employ options, futures or margin.
Noteworthy aspects include that, as disclosed, all client assets were managed non‑discretionarily as of December 31, 2025 — a structure that is uncommon among peers and shapes how the firm seeks client approvals for trades. The firm also operates with a small client base and asset pool, maintains an institutional relationship with Schwab for custody and platform services, and discloses that it may receive portions of fees or referral compensation when clients are referred to unaffiliated investment managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Certain clients may be offered fixed dollar fee arrangements for advisory services; financial planning fees invoiced upon completion
$0 - $500,000: 2.50% $500,001 - $2,000,000: 2.00% $2,000,001+: 1.00%
Up to $200 per hour for financial planning and consulting services, negotiable
Account minimum: $500,000 Fee-only: Investment advisory fee negotiable from 1.00% to 2.50% annually based on asset size and complexity; financial planning at up to $200 per hour, negotiable
Main office location
Vestis Advisors, LLC
11111 Katy Freeway, Suite 910
Houston TX 77079, United States
Number of offices
2
Most active in
Vestis Advisors, 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:
-
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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