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Business Profile

Financial Planning Consultants

Houston Wealth Management LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(281) 372-8410Email BusinessWrite a Review

About

Overview

Houston Wealth Management LLC

1035 Dairy Ashford Rd Ste 222

Houston, TX 77079-4600

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BBB Accreditation & Rating

Houston Wealth Management LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Houston Wealth Management provides fee-based financial planning and investment management services to successful individuals, families, business owners and non-profit organizations. We are a fee-only firm and work directly for our customers, and receive no product sales commissions.

BBB Accredited Since: 3/27/2014

Years in Business: 12

Products and Services

Financial Planning Services, Investment Management Services, Asset Management Advisory Services, Hourly Financial Review Services, Project-specific Advisory Services

Business Details

Local BBB:
BBB of Greater Houston and South Texas
BBB File Opened:
3/24/2014
Business Started:
7/15/2013
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Craig A. Parks CFP, Owner

Additional Contact Information

Principal Contacts
Mr. Craig A. Parks CFP, Owner
Customer Contacts
Mr. Craig A. Parks CFP, Owner
Additional Phone Numbers
Other Phone: (855) 833-8017
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
Currently accept checks and other forms of payments.  Accounts may be debited with owner's authorization. 
Refund and Exchange Policy
We sell no products, and services are offered as agreed to.
Other Resources
Financial Industry Regulation Authority (FINRA)
1735 K Street
Washington DC 20006
Phone Number: 301-590-6500
http://www.finra.org/
Business Categories
Financial Planning Consultants

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.