Virescent Financial is a registered investment advisor located in Houston, Texas, founded in 2025. Virescent Financial offers continuous investment management and financial planning services, specializing in helping individuals with retirement planning, cash flow management, tax strategies, and estate planning. The firm operates on a fee-only basis, meaning it is compensated solely by client fees and does not accept commissions or sales charges from investment products. Virescent Financial builds personalized investment portfolios using passive strategies such as exchange-traded funds and index mutual funds, following modern portfolio theory. Investment management services are available to clients who also use the firm's ongoing financial planning service.
Fee Structure
Virescent Financial charges an ongoing monthly fee for investment management services, which requires clients to also use the firm's ongoing financial planning service:
- Investment Management Fee — $150 to $225 per month, paid in arrears.