Advocates Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advocates Wealth Planning advises individual and high-net-worth clients, providing comprehensive financial planning together with discretionary investment management. The firm is selective about planning-only engagements and manages roughly $448 million for just under 200 clients, typically integrating planning work with ongoing portfolio oversight.
The firm follows an integrated asset-allocation approach, using five standard model portfolios that are customized for tax status, existing holdings and client constraints; it implements portfolios primarily with mutual funds and ETFs rather than individual stocks or bonds. Advocates deploys up to 11 asset classes, treats cash as an asset class with explicit rebalancing tolerances (±20%), and applies tax-conscious implementation measures such as 1035 exchanges and the use of variable annuity subaccounts when client circumstances require them.
Uncommonly for a team-sized adviser, Advocates is licensed as an insurance agency and can act as broker for life insurance, fixed annuities, disability and long-term care products; these insurance activities represent a small share of the business but are disclosed and may create potential conflicts of interest when commissions are paid. The firm also uses DFA funds that are typically accessible only through approved advisers—an operational detail that can affect fund portability if a client leaves—and maintains custodial and custody practices (including surprise CPA examination where applicable) that reflect its handling of more complex, higher-average client accounts.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: Negotiable
Account minimum: $416,666.67 Minimum fee: $5,000 annual minimum fee
Main office
920 Memorial City Way, Suite 250
Houston TX 77024
Advisors at this office
4
Most active in
Louisiana · Nebraska · Texas
Also doing business as
Advocates Wealth Planning · Cypress Advisory Services Ltd., Llp · The Advocates · Your Advocates, Ltd., Llp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Steven B
Series 63, Series 65
Houston, TX
Advocates Wealth Planning
Steven Bates Jr. is a financial advisor at Advocates Wealth Planning in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bridgeway Capital Management and Stegent Financial Services. Outside of his advisory role, he provides higher education consulting through College Aid Pro. Advocates Wealth Planning serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation approach using customized model portfolios and emphasizes tax-conscious implementation alongside selective planning engagements.
Callen C
Series 65
Houston, TX
Advocates Wealth Planning
Callen Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Sanctuary Advisors LLC and Concenture Wealth, and spent several years in education roles before entering the financial advisory field. Advocates Wealth Planning advises individual and high-net-worth clients by providing comprehensive financial planning alongside discretionary investment management. The firm uses an integrated asset-allocation approach with customized model portfolios and emphasizes tax-conscious implementation.
Coleman C
CFP®, ChFC®, Series 63
Houston, TX
Advocates Wealth Planning
Coleman Campbell is a financial advisor at Advocates Wealth Planning in Houston, TX, holding the CFP®, ChFC®, and Series 63 designations with 29 years of industry experience. He has worked at Cypress Advisory Services Ltd., LLP since 2012. Advocates Wealth Planning provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a diversified, global investment approach using customized asset allocations based on five standard model portfolios, primarily implementing strategies with mutual funds and ETFs.
Kurt B
CFP®, Series 63, Series 65
Houston, TX
Advocates Wealth Planning
Kurt Box is a CFP® professional with 23 years of industry experience, currently serving at Advocates Wealth Planning in Houston, TX. He has been with Cypress Advisory Services Ltd., LLP since 2005. Advocates Wealth Planning advises individual and high-net-worth clients, combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation strategy using customized model portfolios primarily composed of mutual funds and ETFs, while also offering limited insurance brokerage services.
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