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Signature Financial Advisors

Updated today

Client assets under management

$68,111,048

Clients

209

16% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

52

Typical

Average account size

$325,890

About

Signature Financial Advisors serves individuals (including high‑net‑worth clients), closely held businesses and retirement plans, providing investment supervisory services, manager‑of‑managers selection, pension consulting, and financial planning. The firm operates as a small team advisor with roughly $68 million in regulatory assets under management and delivers primarily non‑discretionary portfolio advice through third‑party money managers.

Investment advice is delivered through a manager‑of‑managers model: the firm conducts manager due diligence, develops written Investment Policy Statements and asset allocation strategies, and monitors manager performance with at least annual reviews and quarterly reporting. For plan sponsors, Signature FA prepares IPS documents, helps select investment vehicles, and offers participant education workshops consistent with ERISA 404(c) guidelines.

Distinctive features include formal ties to an accounting practice and an insurance business: the firm has an affiliation and referral arrangement with a CPA firm and is registered as an insurance agency with certain management persons licensed to receive commissions. The brochure discloses these referral and compensation arrangements and highlights the firm’s free educational seminars and participant workshops as a regular part of its client service mix.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting General tax planning

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

$3,500 to $15,000 (comprehensive financial planning)

Percentage

$0 - $2,000,000: 1.50% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.40%

Project-based

$375 to $500 per hour (modular financial planning)

Other

Account minimum: $250,000 Fee-only: Financial Planning modular: $375 to $500 per hour; Comprehensive Financial Planning: $3,500 to $15,000 fixed fee

Main office location

Signature Financial Advisors

1900 St. James Place, Suite 510

Houston TX 77056, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Liebe M

Series 63, Series 66

Houston, TX

Signature Financial Advisors

Liebe Miller is a financial advisor at Signature Financial Advisors with 39 years of industry experience. She holds the Series 63 and Series 66 designations. Miller previously worked at H. Beck, Inc., MassMutual Life, and Ostrow Financial Group. She is the founder of Senior Care Advisors of Texas, a consultation and referral service focused on health, social, and financial issues affecting seniors and their adult children. Signature Financial Advisors serves individual investors, closely held businesses, and pension and profit-sharing plans, providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm delivers advice on a non-discretionary basis and emphasizes manager selection and monitoring, as well as educational seminars and workshops.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

James R

CFP®, Series 63, Series 65

Houston, TX

Signature Financial Advisors

James Rush is a CFP® with 35 years of industry experience and has been with Signature Financial Advisors since 2016. He also founded Veteran Care Advisors of Texas, which provides education and consulting services to qualified veterans regarding government benefits and planning. Additionally, he is a partner in A-1 PR Management LLC, a firm offering real estate management and consulting services. Signature Financial Advisors serves individuals, closely held businesses, and pension and profit-sharing plans by providing investment supervisory services, manager-of-managers selection, pension consulting, financial planning, and educational seminars. The firm works on a non-discretionary basis, selecting third-party asset managers and conducting regular reviews to manage client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

John R

CFP®

Houston, TX

Signature Financial Advisors

John Reimer is a CFP® professional with 18 years of experience in financial advising. He is currently with Signature Financial Advisors, where he has worked since 2016, and is also involved with Rmdr Advisors, Inc. and Reimer McGuinness & Associates, P.C. Outside of his advisory roles, he serves as CFO and shareholder of a restaurant business and holds ownership interests in a youth sports training center and a regional kids gym franchise. Signature Financial Advisors serves individual clients, closely held businesses, and pension and profit-sharing plans by providing investment supervisory services, manager-of-managers selection, pension consulting, and financial planning. The firm offers advice on a non-discretionary basis, working with clients to develop investment policy statements and selecting third-party asset managers to implement and monitor portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting General tax planning Founder/Business Owner Retired
user avatar

Samuel D

Series 63, Series 65

Houston, TX

Signature Financial Advisors

Samuel Dodson is a financial advisor with Signature Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Signature FA since 2016 and previously at Ostrow Financial Group and H. Beck, Inc. In addition to his advisory role, he works as an independent insurance broker, providing analysis and proposals for life, disability, and long-term care insurance products. Signature Financial Advisors serves individuals, closely held businesses, and pension and profit-sharing plans by offering investment supervisory services, manager-of-managers selection, pension consulting, financial planning, and educational workshops. The firm delivers non-discretionary advice, selecting and monitoring third-party asset managers according to client-established investment policies.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting General tax planning Founder/Business Owner Retired
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