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Valued Retirements, Inc. (Houston)


Valued Retirements, Inc. is an adviser based in Houston. It manages $44.57 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Louisiana and Texas.




Valued Retirements provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Valued Retirements: assets under management

The assets under management (AUM) of Valued Retirements, Inc. is $44.57 million. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.15 million in discretionary accounts and $2.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $397.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $268.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valued Retirements, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Valued Retirements, Inc. performs its advisory services is located at 710 North Post Oak Road, Houston, TX 77024 3894, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-821-3242 or by fax 713-613-2908. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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