Fee-only adviser · The Woodlands, TX
Bellatore Financial, Inc.
Bellatore Financial, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in The Woodlands, Texas. On its latest Form ADV, filed October 16, 2026, it reports $639M in regulatory assets under management, 547 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 143543 · SEC file 801-68251 |
| Office | 1790 Hughes Landing Blvd Suite 575 The Woodlands, TX 77380 |
| Phone | (877) 242-9949 |
| Website | bellatore.com |
| Regulatory assets under management | $639M ($16M discretionary) |
| Individual clients | 353 non-high-net-worth, 194 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in The Woodlands
- Rhame & Gorrell Wealth Management $1.4B
- Diamond Client Group, LLC $186M
- Avion Wealth $985M
- Ias Wealth Management, Inc. $589M
- The Sum $551M
- White Wing Wealth Management, LLC $183M
See all 29 fee-only advisers in The Woodlands →
Nearby
- Shenandoah 1 firm
- Woodlands 1 firm
- Spring 3 firms
- Tomball 1 firm
- Kingwood 3 firms
- Montgomery 3 firms
- Cypress 2 firms
- Houston 157 firms
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