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quattro financial advisors

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quattro financial advisorsthe woodlands, TX

Additional Information

Quattro is a multi-family office providing comprehensive wealth management services to families, their companies, and corporations. The firm develops innovative and individualized financial strategies focused on multi-generational planning, asset protection, and legacy preservation while maintaining independence from intermediaries.

Specializes in

Multi-generational planningHeritage preservationSuccession planningAsset protectionPortfolio managementCost management

Services

Family office servicesWealth managementInvestment advisoryAsset managementTax planningLegal and tax advice through third partiesSuccession and fiduciary structuresRisk managementInvestment and corporate bankingBanking services+5 more

Serving The Woodlands

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 281 323 4007

Website: https://quattrofa.com

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Frequently Asked Questions

How much does a financial advisor cost in the woodlands?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.