Stillforest Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stillforest Wealth Management is a fee‑only, registered investment adviser that provides discretionary investment management and both project‑based and ongoing financial planning to individual and high‑net‑worth clients. The firm manages roughly $20 million for about two dozen clients and delivers tailored portfolio management alongside comprehensive financial plans.
The firm establishes written investment policies and asset‑allocation targets for each client and applies Modern Portfolio Theory while employing a mix of passive and active strategies and selected individual securities. It typically implements accounts on the Altruist platform, may utilize outside manager models, and conducts periodic (quarterly) reviews to align portfolios with client objectives and risk tolerance.
A noteworthy characteristic is that the firm’s principal is a licensed attorney who also holds CFP® and CFA® credentials; the brochure specifies the attorney license is not used to provide legal advice and the firm is not affiliated with any law firm. Stillforest also emphasizes business‑planning work and coordination with clients’ other professionals, including participating in meetings with clients’ attorneys or tax advisors when requested.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fees ranging from $500 to $15,000; Initial financial planning fee up to $500; ongoing fixed fees $500 to $1,000 per month
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$400 per hour for prorated financial planning work upon early termination
Ongoing Financial Planning fees paid monthly in arrears ranging from $500 to $1,000
Fee-only: Investment Management fees based on tiered percentage of assets; Financial Planning fees fixed fee $500 initial plus $500-$1,000 monthly ongoing or project-based fixed fees $500-$15,000
Main office
1001 S. Dairy Ashford, Suite 100 167
Houston TX 77077
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Stillforest Wealth Management · Stillforest Wealth Management LLC
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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