Westcenter Advisors Ltd
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About
Westcenter Advisors Ltd provides discretionary investment management, retirement-plan advisory (including ERISA 3(21) and 3(38) services), financial planning and public seminars and workshops. The firm’s clients may include individuals, high‑net‑worth clients, corporations, non‑profits and employer retirement plans; it reported no assets under management as of December 31, 2021.
Investment programs are developed from each client’s stated goals, time horizon and risk tolerance, with Westcenter exercising discretionary trading authority for managed accounts and conducting periodic reviews and monitoring. For employer plans the firm can act as either a limited‑scope 3(21) advisor or a fully discretionary 3(38) investment manager, and it offers financial planning on an hourly or fixed‑fee basis while hosting educational seminars that do not provide individualized tax or investment advice.
What distinguishes Westcenter from many peers is the combination of pension consulting (both 3(21) and 3(38) roles) and public educational workshops—services that are relatively uncommon among managers focused on pooled or institutional assets—and the firm’s willingness to provide planning billed hourly or by fixed fee in addition to asset‑based management. The firm’s president also conducts an affiliated insurance business and devotes a substantial portion of his time to that activity, a disclosed potential conflict of interest the brochure says is mitigated by fiduciary duties and client disclosures.
Client services
Expertise
Fee options
Between $250 and $1,250 for financial planning services
$0 - $100,000: 1.15% annually $100,001 - $250,000: 1.00% annually $250,001 - $500,000: 0.75% annually Over $500,000+: 0.50% annually
$100 per hour for financial planning services
Main office
9900 Westpark Drive, Suite 265
Houston TX 77063
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.
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