Hout Financial

Wealth Managementhoutfinancial.com

Company typePrivate
Founded-
HeadquartersNewport Beach, United States
Headcount1–10
GTM typeB2C
OfferingServices

Hout Financial firmographics

Firmographics

Name: Hout Financial
Legal name: Hout Financial Services, Inc.
Website: https://houtfinancial.com
Company type: Private
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Hout Financial industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Fee-Only Advisory (FSAEAAAL)
akta.pro secondary industry: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

Investment management services
Financial planning services
Fee-only advisory
Registered investment advisor
Wealth management

Where Hout Financial is headquartered

Location

Headquarters

HQ city: Newport Beach
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Hout Financial business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Advisory/Management Fees: Fee-only wealth management model with no commissions, no products, and no hidden charges. Revenue is generated through advisory fees for investment management, financial planning, and consulting services.

Pricing tiers

Model	Billing	Price
Other	Annual	Fee-only advisory services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Hout Financial product offering

Product offering

Core offering

Hout Financial Services, Inc. is a fee-only Registered Investment Advisor that designs, implements, and actively monitors client investment portfolios using proprietary strategies that blend fundamental and technical analysis with contrarian theories and risk management. The firm also delivers financial planning and consulting services for individual clients, charging advisory fees with no commissions, no product sales, and no hidden charges.

Product overview

Hout Financial is a fee-only Registered Investment Advisor (RIA) offering a unified wealth management platform comprising three core service lines: Investment Management (using proprietary investment strategies with fundamental and technical analysis), Financial Planning (integrating portfolio strategies with comprehensive financial objectives), and Consulting Services (for clients with targeted advisory needs). The firm also provides client-facing portals including SmartVault for secure document access and Charles Schwab Institutional Account login for custodial services. Exclusive client offerings include HalfHourWithHout events and HoutsHotPicks, a proprietary publication. The company operates on a fee-only basis with no commissions or product sales.

Differentiator

Problem solved

Functional benefit

Products and services

Investment Management Discretionary investment management service that designs, implements, and actively monitors client portfolios based on risk tolerance and stated investment objectives, utilizing proprietary strategies that combine fundamental and technical analysis with contrarian theories and risk management. Targeted at high net worth individuals and investors seeking fiduciary portfolio oversight.
Financial Planning Comprehensive financial planning service that integrates portfolio management strategies with all aspects of a client's financial objectives, ensuring planning aligned with investment activities. For individual clients seeking coordinated wealth planning.
Consulting Services Financial consulting engagements for client scenarios that do not require full-service investment management, providing targeted advisory on unique occasions. For individuals seeking standalone advice without an ongoing portfolio mandate.

Companies that use Hout Financial

Customer profile

Segments2 records

Ideal customer profiles2 records

Hout Financial technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Hout Financial partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

Charles Schwab & Co., Inc.coreTechnology or IntegrationCharles Schwab & Co., Inc. serves as the institutional account custodian for Hout Financial clients. Schwab is a registered broker-dealer and member SIPC. They are an independent company and service provider providing account custody services through their platform.
SmartVaultcoreTechnology or IntegrationSmartVault provides client portal services for Hout Financial, enabling secure document storage and sharing for clients to access their financial documents and information.

Scale indicators1 record

Recent moves1 record

Expansion highlights3 records

Hout Financial competitors and assessment

Company assessment

Direct peers

Sanctuary Wealth: RIA platform supporting independent advisors serving HNW clients with wealth management and planning services. Provides comparable fee-only advisory infrastructure and partnership model relevant to a small founder-led RIA considering scaling or succession.
Mariner Wealth Advisors: Large-scale fee-only Registered Investment Advisor serving HNW individuals, families, and institutions with holistic financial planning and investment management. Highly comparable business model, fee structure, and service mix to Hout Financial, though at significantly greater scale.
Buckingham Strategic Wealth: Fee-only RIA serving HNW clients with evidence-based investment management and integrated financial planning. Closely comparable in fiduciary, commission-free service philosophy and recurring advisory fee model.
Carson Wealth: RIA providing wealth management, financial planning, and tax services to HNW individuals, with a multi-advisor partnership model. Comparable in target clientele, advisory-led revenue model, and recurring fee structure.
Edelman Financial Engines: Large fee-only RIA providing investment management and financial planning to HNW households and corporate 401(k) plans. Comparable in fiduciary positioning, recurring advisory fees, and objective-only compensation model.
Creative Planning: Fee-only RIA offering comprehensive wealth management, financial planning, and tax services to HNW clients nationwide. Shares the fiduciary, fee-only advisory model and integrated planning philosophy that Hout Financial emphasizes.

Emerging players

Facet Wealth: Tech-enabled fee-only RIA offering flat-fee financial planning and investment management to HNW clients digitally. Targets the same HNW segment with a modern, scalable advisory model that competes with boutique firms like Hout for next-generation HNW clients.

Broad incumbents

Morgan Stanley Wealth Management: Large wealth management arm offering investment advisory, financial planning, and brokerage services to HNW and ultra-HNW clients. Directly competes for the same HNW segment with vastly greater resources, products, and brand recognition.
Fidelity Wealth Management: Brokerage and wealth advisory division of Fidelity offering full-service wealth management to HNW clients across the US. Overlaps significantly with Hout Financial's HNW advisory proposition but at massive scale with broader product set.
Merrill Lynch Wealth Management: Established wealth management division of Bank of America serving HNW clients with advisory, planning, and banking services. Competes for the same HNW clientele as Hout Financial with broader capabilities and brand reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Hout Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Hout Financial leadership team

Management profile

Number of profiles

Profiles2 records

Hout Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Hout Financial M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hout Financial

What does Hout Financial do?

Is Hout Financial a public or private company?

Hout Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Hout Financial founded?

Hout Financial was founded in -1. It employs 1 to 10 people.

Where is Hout Financial based?

Hout Financial is headquartered in Newport Beach, United States, in the North America region.

How does Hout Financial make money?

One revenue line is on record: advisory/Management Fees.

Who are Hout Financial's main competitors?

Direct peers on record are Sanctuary Wealth, Mariner Wealth Advisors, Buckingham Strategic Wealth, Carson Wealth, Edelman Financial Engines and Creative Planning. Facet Wealth is listed as an emerging player. Broad incumbents are Morgan Stanley Wealth Management, Fidelity Wealth Management and Merrill Lynch Wealth Management.

Does Hout Financial have an API?

No public API is recorded for Hout Financial.

What industry is Hout Financial in?

Hout Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.