Catalano Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Catalano Financial serves individuals, families, high‑net‑worth clients, business owners, trusts, retirement plans, and select organizations. The firm offers a planning-first suite of services including a Financial Roadmap, Comprehensive Financial Planning, Strategic Portfolio Management, and a Strategic Wealth Partnership, and its representatives also facilitate insurance products through separate, licensed insurance businesses.
The firm emphasizes a five-phase planning process that begins with values and goals and moves to coordinated recommendations and implementation coordination with attorneys, accountants, and other trusted advisers as appropriate. For investment management Catalano Financial typically employs diversified portfolios of ETFs, mutual funds, and fixed-income investments, may use firm-designed or third‑party models, and recommends a primary custody and execution platform for ongoing monitoring and trading.
What is distinctive about the firm is that, unlike most independent advisory boutiques, its representatives are licensed insurance agents who may receive commissions or other insurance-related compensation when clients purchase insurance products; the brochure discloses this potential conflict and treats such compensation as separate from advisory fees. The firm’s small, single-advisor scale combined with an explicit planning-first model and an offered Strategic Wealth Partnership that integrates ongoing planning, implementation coordination, and investment management creates a service mix and compensation profile that differs from many peers.
Client services
Expertise
Occupation focus
Fee options
Financial Roadmap fixed fee of $500; Comprehensive Financial Planning fixed fee of $6,000
$0 - $1,000,000: 1.25% $1,000,000.01 - $5,000,000: 0.80% $5,000,000.01+: 0.50%
Commissions from insurance products sold through representatives' separate insurance businesses
Strategic Wealth Partnership fees billed quarterly in advance, starting generally at $15,000 per year
Account minimum: $250,000 Fee-only: $6,000 fixed fee for Comprehensive Financial Planning; fixed $500 fee for Financial Roadmap planning service; Strategic Wealth Partnership fees generally begin at $15,000 annually
Main office
1095 Evergreen Circle, Suite 200
The Woodlands TX 77380
Advisors at this office
1
Most active in
Texas
Also doing business as
Catalano Consulting And Insurance Services, LLC · Catalano Financial
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.
Forms ADV
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