Fee-only adviser · Kingwood, TX
Whitfill Investment Management, LLC
Whitfill Investment Management, LLC is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Kingwood, Texas. On its latest Form ADV, filed March 10, 2026, it reports $4.9M in regulatory assets under management, 11 individual clients and 1 employee who gives 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 | State-registered: Texas |
|---|---|
| Firm CRD number | 128668 |
| Office | 1408 Stonehollow DR Suite A-400 Kingwood, TX 77339 |
| Phone | (281) 812-4555 |
| Website | Not listed |
| Regulatory assets under management | $4.9M |
| Individual clients | 11 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 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 provides financial planning services, not only portfolio management.
- 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 Kingwood
See all 3 fee-only advisers in Kingwood →
Nearby
- Shenandoah 1 firm
- The Woodlands 29 firms
- Woodlands 1 firm
- Spring 3 firms
- Baytown 1 firm
- Houston 157 firms
- Tomball 1 firm
- Bellaire 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Whitfill Investment Management, LLC? Update this listing.