AdvisorRanked
95
Clean

HOMAGE WEALTH GROUP LLC

1400 POST OAK BLVD.,, HOUSTON, TX 77056
Fiduciaryfee-onlySEC Registered
(713) 725-0696 CRD #340589
$0
Assets Managed
2
Clients
2
Employees
0
Years Active
since 2026

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46080. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

regulatory46080

1 financial judgment(s)/lien(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 0

Complaint ratio: 0.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameHOMAGE WEALTH GROUP LLC
CRD Number#340589
SEC RegisteredYes
Registration Date2026-02-27
States RegisteredTX
Assets Under Management$0
Number of Clients2
Employees2
Compensation Typefee-only
Last ADV Filing46080

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Frequently Asked Questions

Is HOMAGE WEALTH GROUP LLC a fiduciary?

Yes. HOMAGE WEALTH GROUP LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does HOMAGE WEALTH GROUP LLC charge clients?

HOMAGE WEALTH GROUP LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does HOMAGE WEALTH GROUP LLC have any complaints?

No. HOMAGE WEALTH GROUP LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 0 years of operation.

How does HOMAGE WEALTH GROUP LLC compare to other advisors in HOUSTON?

HOMAGE WEALTH GROUP LLC has a Red Flag Score of 95/100. There are 235 registered advisory firms in HOUSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46080. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.