Financial Advisor Houston
Houston Financial Advisor | Houston Financial Planner | Houston Fiduciary Financial Advisor
Stenger Family Office is a fiduciary financial advisor firm based in Houston, TX. Since 1981, the Stenger family has provided financial advice to over 1,200 families in nearly every state. Stenger Family Office and its team of financial advisors in Houston, TX are able to assist you and your family with retirement planning, financial planning, wealth management and investment management.
Senior partners and financial advisors Nick Stenger and Bond Roth will guide your family through our 5-Step Financial Planning Process that analyzes your income, expenses, assets and liabilities, and helps you determine if you have enough saved for retirement.
Hiring a financial advisor in Houston, TX can be a daunting process. We recommend working with a fiduciary financial advisor who can give you unbiased, objective advice and create a financial plan tailored to your needs.
Financial Planner in Houston, TX
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Learn more about Stenger Wealth Management
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Learn more about Stenger Investment Management
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Learn more about Stenger Tax Advisory
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Learn more about Legacy & Life Law
Top Financial Advisors
“The team at Stenger family Office are incredible. They put true care into every client and make you feel like a part of their family. Look forward to many more years of working with them.”
“These people truly care about their clients. Always stay in touch, always available for any need.”
“We have been part of Stenger group for 30+ years. The group is professional - caring - engaged! We look forward to continuing our relationship!”
“Nick and his team are awesome. They are super responsive and helpful, and go out of their way to make my life easier. I highly recommend this group.”
“We have full confidence with the Stenger Family Office. We have been with them since 1981 and now in retirement are happy for it.”
“The Stenger group is amazing. Ron’s son Nick manages my retirement funds now and is always there when I have a question. They have earned my business for sure.”
Financial Advisors Near Me
Stenger Family Office is owned by Nick Stenger and Bond Roth, financial advisors in Houston, TX Stenger Family Office is a full-service, fiduciary financial advisor firm that can help you create a financial plan and manage your retirement assets. Stenger Family Office also offers comprehensive tax planning and preparation services through Stenger Tax Advisory and estate planning strategies through a third-party law firm, Legacy & Life Law.
Is it worth paying for a financial advisor?
Hiring a financial advisor in Houston, TX can be a time consuming process. We recommend hiring a financial advisor who is a fiduciary and will charge an advisory based fee rather than a commission. When hiring a financial advisor, you want to make sure they will create a financial plan and build a custom investment portfolio that matches your goals. It is worth paying for a financial advisor when you prefer to have a team of experts manage your finances rather than go it alone. Going it alone can prove costly over time, especially if you make a big mistake along the way.
What is the average cost of using a financial advisor?
Most fiduciary financial advisors charge between 0.50-1.50% of your assets under management, typically based on how much you have to invest. Stenger Family Office starts most clients at 1.00% per year and negotiates fees lower as your assets grow.
Oil & Gas Executives
As a Houston financial advisor, Stenger Family Office provides customized financial planning, investment management, and family office services to oil and gas executives in the Houston, TX area. For 43 years, our team of Houston financial advisors has numerous ExxonMobil, Chevron, BP, Shell and ConocoPhillips families retire while taking advantage of their employee benefits.
Our team of financial advisors in Houston, TX can create a customized financial plan that takes into account your 401(K) plan at work, Restricted Stock Units (RSUs), pension plan, Social Security income, and a variety of other assets coordinated together to reach your long term financial objectives.
Stenger Family Office is as SEC registered, fiduciary financial advisor in Houston. We always put your interests first and operate under the fiduciary standard where our Houston financial advisors never earn a commission on selling products or banking services.
Schedule a complimentary one-on-one appointment with a Houston financial advisor at Stenger Family Office today by calling (630) 912-8431 or by emailing Julia Huebner, Director of Client Operations at Julia.Huebner@stengerfamilyoffice.com.
Meet the Houston Financial Advisors
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Nick Stenger
CEO & Financial Advisor
Nick Stenger is the Chief Executive Officer and financial advisor at Stenger Family Office. Nick is a 7th generation Naperville, IL resident where he lives with his wife Jamie and son Jack. Prior to launching Stenger Family Office, Nick was a Senior Vice President and financial advisor at Morgan Stanley Wealth Management. Nick helped lead the team’s growth to become one of Morgan Stanley’s largest wealth management teams. In 2023, Nick and the team were named one by Forbes as a Best-In-State Wealth Management team in Illinois. Prior to Morgan Stanley, Nick worked at Invesco PowerShares, a $1 trillion asset manager in Atlanta, GA and PricewaterhouseCoopers, LLP (PwC) in Chicago, IL. Nick is a graduate of the Quinlan School of Business at Loyola University Chicago with degrees in accounting and finance.
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Bond Roth
President & Financial Advisor
Bond is President and a financial advisor at Stenger Family Office. As President, Bond is responsible for overseeing the day to day operations of the firm and setting financial planning strategy for clients. As a financial advisor, Bond helps families create and manage their financial plans and investment portfolios. Prior to Stenger Family Office, Bond was an Associate Vice President and Financial Advisor at Morgan Stanley. Before Morgan Stanley, Bond worked at Guggenheim Partners, a boutique private equity and asset management company in Chicago, IL and BMO Harris Bank. Bond is a graduate of Wheaton College in Wheaton, IL and lives in Wheaton with his wife and four daughters.
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Audrey Feldpausch, CFP®
Vice President, Financial Advisor
Audrey Feldpausch is a Vice President and Financial Advisor with Stenger Family Office. Audrey leads the team’s financial planning practice and also is a member of the Stenger Family Office Investment Committee. Audrey is a CERTIFIED FINANCIAL PLANNER™ and completed her CFP® training through Northwestern University in Chicago, IL. Prior to Stenger Family Office, Audrey worked at UBS Wealth Management and Timothy Financial, a financial planning firm in the Chicago suburbs. Audrey is a graduate of Hillsdale College where she earned her B.A. in Economics. Audrey and her husband live in the Chicagoland area.
Contact Us
Houston Financial Advisor
1401 Lake Plaza Drive
Suite 200
Spring, TX 77389
Hours
Monday–Friday
8:00am–5:30pm
Phone
(630) 912-8431