Terraform Wealth, LLC
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Overview
Terraform Wealth, LLC is a financial advisor firm located in Houston, Texas. Terraform Wealth, LLC has a small group, including 2 financial advisors. Terraform Wealth, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as equities, bonds and options.
The company's headquarters is located at 11200 Westheimer Rd, Houston, Texas 77042. Terraform Wealth, LLC is allowed to serve clients throughout a number of states, including Florida and Texas.
Number of Advisors
Disclosures
Office Location
Terraform Wealth, LLC by the Numbers
2
Products and Services
Financial services offered by Terraform Wealth, LLC include portfolio management for individuals and small businesses and selection of other advisers. The company is not involved in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice typically vary depending on which services are provided. Fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Terraform Wealth, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Terraform Wealth, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Terraform Wealth, LLC
Houston, TX
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