Increase Consultants LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Increase Consultants LLC advises individuals (including high‑net‑worth clients), trusts, not‑for‑profit plans, endowments, corporations and other business entities, reporting roughly 200 clients, about $14.5 million in assets under management, and a team of four advisors. Its services include discretionary and non‑discretionary portfolio management, comprehensive and hourly financial planning, family‑office style consulting, and 401(k) plan education and monitoring.
The firm describes a long‑term, fundamentally driven, globally diversified investment approach, using separately managed accounts, strategic asset‑allocation targets, and quantitative optimization and risk/return tools to construct and monitor portfolios. It also offers consolidated family‑office reporting and manager‑selection work that explicitly aims to identify and reduce manager, trading and tax costs for clients.
Distinctive elements in the brochure include affiliated operating entities (Increase Financial LLC and Increase Life Co. of America) and advisors holding securities and insurance licenses, with the disclosure that neither the firm nor its affiliates are registered as commodity or futures firms. The firm also notes participation in wrap‑fee programs, use of Charles Schwab Institutional custody and third‑party technology platforms, and a relatively small AUM for a multi‑advisor team.
Client services
Expertise
Fee options
Comprehensive Financial Plan: $1,500 fixed fee; Annual Financial Plan Review: $500 fixed fee
$0 - $1,000,000: 1.5% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $7,000,000: 0.80% annually $7,000,001 - $10,000,000: 0.70% annually $10,000,001 - $15,000,000: 0.50% annually
$350 hourly fee for Separate Financial Planning Consultations
Account minimum: $20,000 Fee-only: Comprehensive Financial Plan: $1,500 fixed fee; Annual Financial Plan Review: $500 fixed fee; Separate Financial Planning Consultations: $350 hourly fee
Main office
7335 Highway 6, Suite 250
Missouri City TX 77459
Advisors at this office
3
Most active in
Texas
Also doing business as
Increase Consultants LLC · Increase 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Advisors at this firm
Andrew H
Series 63, Series 65
Missouri City, TX
Increase Consultants LLC
Andrew Hauch is a financial advisor at Increase Consultants LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Increase Financial, LLC since 2016, including a two-year period at LPL Financial, LLC. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach involving fundamental analysis and multi-step portfolio management, serving clients with family-office style reporting and various investment vehicles.
Marcus F
Series 65
Missouri City, TX
Increase Consultants LLC
Marcus Ford is a financial advisor at Increase Consultants LLC with six years of industry experience. He holds a Series 65 designation and has been with Increase Consultants since 2018. In addition to his advisory role, he has been affiliated with Texas Southern University since 2008. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, and globally diversified investment approach and offers family-office style reporting, non-investment consulting, and 401(k) education and plan monitoring.
Eric M
Series 63, Series 66
Missouri City, TX
Increase Consultants LLC
Eric Miller is a financial advisor at Increase Consultants LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial LLC since 2016. Outside of his advisory role, he serves as president of an affiliated insurance agency. Increase Consultants provides investment advisory and financial planning services to individuals, trusts, not-for-profit plans, endowments, corporations, and a registered investment company. The firm employs a customized, long-term, globally diversified investment approach and offers family-office style reporting, portfolio management, and non-investment consulting.
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