Signature Financial Advisors logo

Signature Financial Advisors

Updated today

Client AUM

$68,111,048

Clients

209

Advisors

4

of 4 employees

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

1900 St. James Place, Suite 510

Houston TX 77056

Advisors at this office

4

Most active in

Texas

Also doing business as

Signature Fa, LLC · Signature Financial Advisors · Singnature Financial Advisors

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® professional with 35 years of experience in financial advising, currently with Signature Financial Advisors since 2016. His prior experience includes roles at Wealth Mentors, Amegy Investments, Zions Capital Advisors, and Merrill. Outside of his advisory work, he founded Veterans Care Advisors of Texas, providing education and consulting on veteran and government benefits, and is a partner in A-1 PR Management LLC, which offers real estate management and consulting services. Signature Financial Advisors serves individuals, closely held businesses, and retirement plans, offering investment supervisory services, pension consulting, and financial planning. The firm uses a manager-of-managers investment approach, conducts due diligence, and provides client education through 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

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 previously worked at Rmdr Advisors, Inc. He is also a shareholder and CFO of a restaurant business and a partner in a regional kids gym franchise. Signature Financial Advisors serves individuals, 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 managing approximately $68 million in assets and primarily offers non-discretionary portfolio advice through third-party money managers.

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 at Signature Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Signature Financial Advisors since 2016. Prior to that, he was with Ostrow Financial Group and H. Beck, Inc. He also works as an independent insurance broker, providing analysis and recommendations on various insurance products. Signature Financial Advisors serves individuals, closely held businesses, and retirement plans by offering investment supervisory services, pension consulting, and financial planning. The firm uses a manager-of-managers approach, conducting due diligence and monitoring manager performance, and maintains affiliations with accounting and insurance practices.

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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