Build Your Wealth With Confidence
Fee-only financial planning and investment management for professionals, entrepreneurs, and families across the United States.
Schedule a Free Intro CallGrass Capital Advisors helps high-income professionals and families build long-term wealth through financial planning and fiduciary investment advice/management.
Six services, one coordinated plan.
Financial Planning +
A written plan covering cash flow, savings rate, insurance gaps, and the goals you have actually named, reviewed as your life changes.
Investment Management +
Globally diversified portfolios built to your risk tolerance, rebalanced with discipline and located for tax efficiency across your accounts.
Retirement Planning +
Withdrawal sequencing, Social Security timing, and IRA or 401(k) rollovers modelled so you know what an early retirement really requires.
Estate Planning Guidance +
Beneficiaries, titling, and authority reviewed so your accounts pass the way you intend.
Solo 401(k) for Business Owner +
A retirement plan built for self-employed owners with no employees, letting you contribute as both employer and employee.
401(k) Plan for Businesses +
Plan design, investment menus, and ongoing fiduciary oversight for businesses offering a 401(k) to their team.
Three conversations from first call to funded plan.
An independent fiduciary, based in Houston, Texas.
Grass Capital LLC is a Registered Investment Adviser firm. We deliver advisory services, including investment management, for individuals, businesses, and retirement accounts. There are no commissions, no proprietary products, and no incentive to recommend one investment over another.
Meetings happen by video at a time that fits around your work, and in person when you are nearby.
Start with a conversation.
Thirty minutes, no cost, no obligation. It ends with an honest answer about whether we are the right firm for you.
Build Your Wealth
With Confidence
Fee-only financial planning and investment management for professionals, entrepreneurs, and families across the United States.
Grass Capital Advisors helps high-income professionals and families build long-term wealth through financial planning and fiduciary investment advice/management.
Six services, one coordinated plan.
Financial Planning
Investment Management
Retirement Planning
Estate Planning Guidance
Solo 401(k) for Business Owner
401(k) Plan for Businesses
A written plan covering cash flow, savings rate, insurance gaps, and the goals you have actually named — reviewed as your life changes.
Three conversations from first call to funded plan.
Intro call
Complimentary and unhurried. You describe your situation; we say honestly whether we are the right firm.
Your plan
We build the projections, model the trade-offs, and walk you through every assumption behind them.
Implementation
Accounts opened, portfolios funded, and a standing review rhythm so the plan stays current.
An independent fiduciary, based in Houston, Texas.
Grass Capital LLC is a Registered Investment Adviser firm. We deliver advisory services, including investment management, for individuals, businesses, and retirement accounts. There are no commissions, no proprietary products, and no incentive to recommend one investment over another.
Meetings happen by video at a time that fits around your work, and in person when you are nearby.
Guides, calculators and answers
Retirement planning, 401(k) accounts, ESPPs and working with an RIA, explained clearly.
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Retirement corpus, 401(k) growth, savings longevity and Roth versus Traditional.
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How we work, our fees, retirement accounts, 401(k) plans and estate planning.
Explore →Start with a conversation.
Thirty minutes, no cost, no obligation. It ends with an honest answer about whether we are the right firm for you.
Schedule a Free Intro Call