Fee-Only Financial Advisor in The Woodlands, TX
Tiverton Wealth provides flat-fee, fiduciary financial planning for individuals, families, professionals, and business owners in The Woodlands and across Greater Houston — with no commissions and no products to sell.
No cost, no obligation. Just a conversation about where you are and where you’d like to go.
Local, Independent, and Working Only for You
If you searched for a fee-only financial advisor near The Woodlands, TX, you’re likely looking for someone who is paid directly by clients — not by commissions on the products they recommend. That’s the model Tiverton Wealth was built around. As a fee-only Registered Investment Advisor, the firm is compensated only through transparent, flat fees, which is designed to help remove the incentive to sell a particular product or steer a recommendation.
Tiverton Wealth is based at 2001 Timberloch Place in The Woodlands and works with clients throughout the community and the wider Greater Houston area, including Conroe, Spring, Klein, Cypress, and Tomball.
- The Woodlands, TX
- Conroe, TX
- Spring, TX
- Klein, TX
- Cypress, TX
- Tomball, TX
- Houston, TX
What “Fee-Only” and “Fiduciary” Actually Mean for You
Not every advisor operates under the same standard. Here’s what to look for — and what Tiverton Wealth commits to for every client relationship.
- No commissions, ever. Tiverton Wealth does not sell insurance, annuities, or investment products for a commission.
- Fiduciary duty. As a fiduciary, the firm is held to a legal and ethical standard to act in each client’s best interest.
- Transparent, flat-fee pricing. You’ll know what you’re paying and why — reviewed in detail on the How We Get Paid page.
- An ongoing advisory relationship. Planning is designed to evolve with you, not end after a single document is delivered.
- Credentialed expertise. Alex holds the CFP®, EA, ChFC®, and RICP® designations — detailed on the Our Designations page.
Financial Planning for Where You Are in Life
Families and individuals in The Woodlands come to Tiverton Wealth at different stages, but with a similar goal: a clear plan they can actually understand and follow.
Professionals & Families
Balancing career growth, saving for goals, and planning for kids’ education, all without losing sight of the bigger financial picture.
Business Owners
Navigating the overlap between personal and business finances, including retirement plan options and long-term exit planning.
Retirees & Pre-Retirees
Turning savings into a sustainable income strategy, and planning for taxes, healthcare, and legacy goals in retirement.
A Local Office, an Independent Firm
Tiverton Wealth is headquartered in The Woodlands, which means meeting with a fee-only fiduciary advisor doesn’t have to mean driving into downtown Houston. Alex works with clients in person locally and virtually for those across Greater Houston or beyond.
2001 Timberloch Place, Suite 500
The Woodlands, TX 77380
Phone: 281-865-8858
Email: alex@tivertonwealth.com
Fee-Only Financial Advisor FAQs
What does it mean to work with a fee-only financial advisor in The Woodlands, TX?
A fee-only financial advisor is compensated directly by clients through flat fees or advisory fees only — never through commissions on products sold. Tiverton Wealth does not sell insurance, annuities, or investment products for commission, which is intended to help reduce potential conflicts of interest in the advice given.
Is a fee-only advisor the same as a fiduciary?
Not necessarily, though the two often go together. Tiverton Wealth operates as a fiduciary, meaning the firm is legally and ethically obligated to act in each client’s best interest. Being fee-only can help support that standard by removing commission-based incentives, but the fiduciary duty itself is a separate, formal obligation.
Does Tiverton Wealth work with clients throughout Greater Houston, or only in The Woodlands?
Tiverton Wealth is based in The Woodlands, TX and works with clients across the Greater Houston area, including Conroe, Spring, Klein, Cypress, and Tomball, as well as clients outside the immediate area where properly registered or exempt from registration.
How much does a fee-only financial advisor cost?
Tiverton Wealth uses a transparent, flat-fee structure for financial planning rather than charging a percentage of assets for planning services. Exact pricing depends on the complexity of a client’s situation and is outlined in detail on the firm’s How We Get Paid page.
What is the first step to working with Tiverton Wealth?
The process typically begins with a discovery meeting to discuss goals and see whether working together may be a good fit, before any planning agreement is signed. You can review the full process on the Our Planning Process page, or schedule that first conversation directly.
This page is provided by Tiverton Wealth, LLC for general educational and informational purposes only. It does not constitute personalized investment, tax, or legal advice, and should not be relied upon as a substitute for advice from a qualified professional familiar with your specific circumstances. Tiverton Wealth, LLC is a fee-only Registered Investment Advisor providing services only in jurisdictions where it is properly registered or exempt from registration. Investing involves risk, including the possible loss of principal, and no strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results. Please consult with a qualified financial, tax, or legal professional before making decisions based on this content.
Let’s Talk About Your Financial Picture
Schedule an introductory call with Alex to see whether Tiverton Wealth’s fee-only planning approach may be a good fit for your situation.
Schedule A Call with Alex