Sucre'-Vail Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sucré-Vail Wealth Advisors is a state-registered investment adviser that works with individuals (including high-net-worth clients), family offices, trusts, estates, businesses and retirement plans. The firm offers customized investment management, financial planning and consulting, retirement plan advisory services, and Personal CFO-style services such as tax preparation/guidance, and it can implement portfolios directly or through unaffiliated managed-account programs.
The Advisor uses fundamental analysis to construct long-term-oriented portfolios composed of individual bonds, low‑cost mutual funds and ETFs, and it monitors holdings for rebalancing, tax harvesting, or risk‑management reasons. All client assets are managed on a non‑discretionary basis—SVWA obtains client approval before executing trades—and the firm states it serves as a fiduciary to clients under applicable law.
Distinctive features include a small advisory team managing about $55.7 million across roughly 61 clients, a long operating history, and an institutional relationship with SEI Private Trust Company that provides platform tools, trading support and access to block trading. The firm’s advisory personnel are also licensed to sell insurance (earning separate commissions), it may receive referral compensation from sub‑advisors while generally not charging duplicate advisory fees on referred assets, and the brochure reports no legal, regulatory or disciplinary events.
Client services
Expertise
Fee options
Fixed fee basis for financial planning and consulting services, negotiable depending on client circumstances
$0 - $1,000,000: 1.10% annually $1,000,001 - $2,500,000: 0.85% annually $2,500,001 - $5,500,000: 0.75% annually $5,500,001 - $10,500,000: 0.55% annually $10,500,001 - $20,500,000: 0.45% annually $20,500,001+: 0.35% annually
$200 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Hourly rate $200 or fixed fee, negotiable based on complexity for financial planning and consulting services
Main office
16862 Royal Crest Drive
Houston TX 77058
Advisors at this office
2
Most active in
Texas
Also doing business as
Sucre Vail Wealth Advisors · Sucre Vail, Inc · Sucre Vail, Inc. · Sucre' Vail Wealth Advisors · Xelan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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
Quick links
Advisors at this firm
Henry V
Series 63, Series 65
Houston, TX
Sucre'-Vail Wealth Advisors
Henry Vail is a financial advisor at Sucré-Vail Wealth Advisors in Houston, TX, with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Sucré-Vail Wealth Advisors since 2006, following a prior career at Vail & Associates from 1991 to 2020. Sucré-Vail Wealth Advisors is a state-registered investment adviser serving individuals, family offices, trusts, estates, businesses, and retirement plans. The firm offers customized investment management, financial planning, consulting, and Personal CFO services, using fundamental analysis to build long-term portfolios composed of individual bonds, mutual funds, and ETFs, managed on a non-discretionary basis.
Margaret S
Series 63, Series 65
Houston, TX
Sucre'-Vail Wealth Advisors
Margaret Sucre' Vail is the founder and sole advisor at Sucre'-Vail Wealth Advisors in Houston, TX, with 22 years of industry experience. She holds Series 63 and Series 65 designations and has led her firm since its inception in 1997. Sucre'-Vail Wealth Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, estates, businesses, and retirement plans. The firm manages assets on a non-discretionary basis, constructing individualized portfolios using individual bonds, low-cost mutual funds, and ETFs, with a focus on fundamental analysis and long-term investment orientation.
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