S
Stillforest Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,090,170
Clients
26
23% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$772,699
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
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 location
Stillforest Wealth Management
1001 S. Dairy Ashford, Suite 100 167
Houston TX 77077, United States
Number of offices
1
Most active in
Stillforest Wealth Management has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not 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.
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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.
-
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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