Frequently Asked Questions

Our clients are individuals who prefer to delegate their financial management to a team of experts. They might be young entrepreneurs, seasoned business professionals, or retirees. While capable of managing their own finances, they choose to work with us to free up time for the things they enjoy most. Our goal is to simplify their financial situation and provide clear, objective advice. We start with an initial Discovery Meeting to determine if we’re a good fit and if we can make a meaningful impact on their financial lives.

We simplify our clients’ financial lives by offering Total Wealth Management—a holistic approach to financial planning and investment management. We know your time is valuable, so whether it’s planning for retirement, managing investments, or preparing for college, you can trust us to help you achieve your goals with ease. We also offer specialized programs tailored to specific client needs. Some Financial Strategies designed for those in the early stages of wealth accumulation, while the Retirement Income program provides a systematic and reliable income stream in retirement.

We do not have a minimum investment requirement. At Financial Plan Providers LLC, we believe in serving clients of all income levels and financial backgrounds. Whether you’re just starting to build your wealth or have significant assets, we are here to provide personalized financial guidance tailored to your unique needs.

Your funds will be custodied with a range of prominent financial firms and investment companies operating in the U.S., including Fidelity, TransAmerica, Prudential, Nationwide, Global Atlantic, Athene, and others. These firms are among the largest and most respected custodians in the Registered Investment Advisor industry. This arrangement adds an extra layer of security and provides a system of checks and balances, as your money is held separately from the company providing investment advice.

As a Registered Investment Advisor, Financial Plan Providers LLC operates on a free consulting basis. We do not promote or sell specific companies or products. Instead, we focus on educating individuals about their finances and providing guidance based on their unique needs. Our approach is not driven by quotas or product sales, ensuring that our advice is purely in your best interest." This allows us to develop your financial plan and investment strategy without any external influences. "When we fulfill our clients' needs, the financial company whose product is selected compensates us for bringing them a new client. These companies pay us directly, ensuring that our services remain free of charge to the client.

Click [here] to fill out our web form. Once submitted, one of our financial advisors will reach out to schedule your free initial consultation. There’s no obligation—we simply want to determine if we’re the right match for your financial needs.

While we based in Houston, Texas, we proudly serve clients across the United States, Canada and internationally. We ensure strong communication through various channels, including: Virtual meetings via platforms like Skype or GoToMeeting and Zoom. A highly secure online client vault for safely storing and exchanging sensitive financial documents. 24/7 access to their Financial Firms accounts , providing clients with a comprehensive view of their financial plans and overall financial situation. Regular updates on our website, featuring blog posts, briefings, and announcements.