Virescent Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Virescent Financial LLC is a fee-only, registered investment adviser that offers comprehensive financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm’s brochure describes both ongoing and project-based planning engagements covering topics such as retirement, estate, tax, business planning, insurance, and investment analysis; as of the firm’s filing it reported no assets under management or active clients.
The firm combines fundamental analysis with a Modern Portfolio Theory framework, emphasizing asset allocation and passive investment vehicles when appropriate, and develops tailored investment policies based on each client’s goals, risk tolerance, and tax considerations. When engaged for investment management, Virescent accepts limited discretionary authority and allows clients to impose reasonable, written restrictions while monitoring accounts on a periodic basis.
Noteworthy features in the brochure include a non‑traditional fee model for an investment manager: Virescent charges hourly and project-based fees and uses periodic flat fees for ongoing services rather than percentage-of-assets-under-management, and it does not accept custody of client funds. The firm is newly formed with a single principal (a former chemical engineer), reports no client assets, does not engage in block trading or performance-based fees, and recommends an institutional custodian platform for execution and custody.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees generally range between $175 to $5,000
Project-Based Financial Planning hourly rate $175 per hour
Ongoing Financial Planning ongoing fee $175-$250 per month; Investment Management Services ongoing fee $150-$225 per month
Account minimum: $100,000 Minimum fee: Ongoing Financial Planning one-time charge ranges from $500 to $3,000 Fee-only: Ongoing Financial Planning ongoing fee $175-$250 per month; Investment Management Services ongoing fee $150-$225 per month; Project-Based Financial Planning fixed fees $175 to $5,000 or hourly rate $175/hour
Main office
Houston TX
Advisors at this office
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
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
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