{
  "crd_number": 304735,
  "slug": "rhp-wealth-management-houston-tx-304735",
  "primary_business_name": "RHP WEALTH MANAGEMENT",
  "legal_name": "ROYAL HARBOR PARTNERS, LLC",
  "dbas": [
    "RHP WEALTH MANAGEMENT"
  ],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-06-15",
  "carried_forward": false,
  "raum_total": 344799694.0,
  "raum_discretionary": 344799694.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2417775.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 25672267.0,
      "count": 88
    },
    "high_net_worth_individuals": {
      "raum": 306091780.0,
      "count": 117
    },
    "corporations_other_businesses": {
      "raum": 10617872.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/RoyalHarborPartners",
    "https://instagram.com/rhpwm",
    "https://linkedin.com/company/royal-harbor-partners",
    "https://royalharborpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304735",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/rhp-wealth-management-houston-tx-304735",
  "display_name": "RHP Wealth Management",
  "summary": "RHP Wealth Management is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.",
  "citation": "AdvisorCensus. RHP Wealth Management (CRD 304735): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is RHP Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), RHP Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does RHP Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Subscription: $5,000 to $50,000 a year (Ongoing Financial Planning); Hourly rate: $50 to $750 an hour (Project-based or Hourly Expanded Consulting services); Subscription: $50 to $500 a month (Subscription service). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is RHP Wealth Management located?",
      "a": "RHP Wealth Management's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is RHP Wealth Management registered with the SEC or a state?",
      "a": "RHP Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304735."
    },
    {
      "q": "How much does RHP Wealth Management manage?",
      "a": "RHP Wealth Management reports $344,799,694 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have RHP Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for RHP Wealth Management: Regulatory assets under management: $202,087,458 in the October 2021 data and $344,799,694 in the October 2026 data, up 71%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does RHP Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (88); charitable organizations (4)."
    },
    {
      "q": "Which custodians does RHP Wealth Management use?",
      "a": "RHP Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does RHP Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304735"
    },
    {
      "q": "Does RHP Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 says: \"RHP does not impose account minimums, though they may have minimum fees.\""
    },
    {
      "q": "What changed in RHP Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $307,027,066 to $344,799,694 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 202087458.0,
      "total_employees": 4,
      "filing_date": "2021-01-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 228493061.0,
      "total_employees": 4,
      "filing_date": "2022-02-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 219148816.0,
      "total_employees": 7,
      "filing_date": "2023-06-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 264433297.0,
      "total_employees": 7,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 307027066.0,
      "total_employees": 8,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 344799694.0,
      "total_employees": 9,
      "filing_date": "2026-06-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $307,027,066 to $344,799,694 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $5,000 to $50,000 a year (Ongoing Financial Planning)",
      "Hourly rate: $50 to $750 an hour (Project-based or Hourly Expanded Consulting services)",
      "Subscription: $50 to $500 a month (Subscription service)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "RHP does not impose account minimums, though they may have minimum fees."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $5,000 to $50,000 a year (Ongoing Financial Planning)"
        ],
        "quotes": [
          "Ongoing Financial Planning consists of an upfront fee of 50% of the planning fee, with an annual fee ranging between $5,000-$50,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $50 to $750 an hour (Project-based or Hourly Expanded Consulting services)"
        ],
        "quotes": [
          "Project-based or Hourly Expanded Consulting services will be performed at an hourly rate ranging between $50 and $750 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $50 to $500 a month (Subscription service)"
        ],
        "quotes": [
          "Clients who enroll in the subscription service pay a recurring monthly fee ranging from $50 to $500, depending on the level of access, features, and support selected."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 5000.0,
          "max": 50000.0,
          "period": "annual",
          "service": "Ongoing Financial Planning"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 50.0,
          "max": 750.0,
          "period": "hour",
          "service": "Project-based or Hourly Expanded Consulting services"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 50.0,
          "max": 500.0,
          "period": "monthly",
          "service": "Subscription service"
        }
      ]
    },
    "quotes": [
      "RHP does not impose account minimums, though they may have minimum fees.",
      "Ongoing Financial Planning consists of an upfront fee of 50% of the planning fee, with an annual fee ranging between $5,000-$50,000.",
      "Project-based or Hourly Expanded Consulting services will be performed at an hourly rate ranging between $50 and $750 per hour.",
      "Clients who enroll in the subscription service pay a recurring monthly fee ranging from $50 to $500, depending on the level of access, features, and support selected."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rhp-wealth-management-houston-tx-304735.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 88,
      "fewer_than_5": false,
      "raum": 25672267.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 117,
      "fewer_than_5": false,
      "raum": 306091780.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2417775.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 10617872.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304735",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}