Let's tailor a plan that's right for you!

We know that you have a lot of options when it comes to financial planning, and knowing who to trust is important. As a fiduciary partner, our approach involves getting to comprehensively understand your values, expectations, goals, lifestyle, needs, and future vision. We leave no stone unturned. And our fee structure

Find out more

Our Strategic Approach

1. Understand Your Priorities

Before we dive into your numbers, we first want to understand your risk profile, needs, and goals. We listen, and we work on clarifying these priorities.

2. The Numbers and Data

1. Understand Your Priorities

Here we will work on collecting a wide variety of questionnaires that can help us tailor your personalized financial strategy.

3. Number Crunching

1. Understand Your Priorities

4. Initial Financial Plan

After all data and numbers are collected, I will spend some time analyzing your financial profile: insurance, investments, budget, debt, estate, and tax.

4. Initial Financial Plan

5. Implement Personalized Strategy

4. Initial Financial Plan

A draft of your plan will be provided that summarizes your relevant financial profile and plan. We will discuss this and revise accordingly.

5. Implement Personalized Strategy

Here we will implement the plan. We will purchase investments, insurance, or work with attorneys on estate documents or accountants on tax. We will agree on who does what, where, and when1

6. Monitor and Adapt Plan

5. Implement Personalized Strategy

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

Here's How We Help

Financial Planning and Investment Advice

Comprehensive financial planning and investment advice. Licensed RIA in Texas.

Financial Therapy

Trained in both behavioral science and finance, we help repair your relationship with money.

Financial Consulting

We work with executives and entrepreneurs on areas of financial and business consulting.

Our Only Fees. Simple and Transparent

Flat Fee, No Commissions, Transparent Pricing for Wealth Management and Financial planning and coaching in Houston Texas

Initial Discovery Call

Free

15-minutes to ask questions, explore how we work, and see if we are a good fit.

Investment Management (Portfolio Management)

1.00% of AUM

After we create an initial plan, we will professionally manage your investments and asset allocations.

1.00% AUM if assets >$250,000; if <$250k, monthly fee of $100 plus 1% AUM

Comprehensive Financial Plan

$5,000

This is a thorough examination of all aspects of insurance, tax, investments, to prepare a full comprehensive financial plan involving multiple sessions over a 2-month period to create a comprehensive plan to guide your career and life!

Financial Planning, Hourly

$350/hr

Initial and on-going hourly rate for specific areas of financial coaching or therapy (to individuals or organizations), such as budgeting or goal-setting.

Welcome to Yellowstone Wealth Advisors | Licensed expert behavioral financial advisor and financial planner in Houston Texas

Hello, I am James Langabeer, the founder and principal owner of Yellowstone Wealth Advisors. Thank you for visiting my website, and considering using us for your financial goals.

Ready to Build Wealth? Start Planning Today

We offer fee-based financial and business planning to help provide independent assessments of your financial strategy and create and implement comprehensive plans.

We build wealth through investment portfolios that minimize risk and grow your wealth while protecting your assets!

Book Now

Mindful Money Coaching

Need to Repair Your Relationships around Money?

Whether it's for just you, or you and your spouse, I use therapy-like techniques to help guide through issues with your money. I can help challenge your automatic thoughts and beliefs, and reduce financial anxiety over money.

Some specific Behaviors we can address include your:

Money beliefs
Mindset and psychology
Financial anxiety and stress
Confidence
Marital finances
Spending behaviors
Decision making
Goal setting
Career
Professional Fulfillment

If any of these seem like you, my behavioral approach to financial and life decisions will help!

Feel lost or can’t understand your purpose in life?
Lack motivation or goals?
Ready for change but not sure what to do?
Feel stuck at work or in life?
Trapped in a cycle of procrastination?
Ready for change and progress, but don't know how?

Expert, Specialized, and Personalized Financial Advice!

✔︎ Budgeting and cash flow

✔︎ Investment portfolio review and advice

✔︎ Risk management

✔︎ Investment and portfolio management

✔︎ Financial planning and coaching

✔︎ Insurance planning

✔︎ Debt re-payment and liquidation strategy

✔︎ College planning

✔︎ Retirement planning

✔︎ Estate planning

✔︎ Business succession planning

✔︎ Wealth Management

James Langabeer, author of The Quest for Wealth. Recent book published on financial planning Houston

Behavioral and Analytically Sound Plans

Financial Psychology and Behavioral Finance Expert

With advanced graduate education in both behavioral sciences, finance, and decision-making, my focus is around how to help you make better money choices!

Licensed and Certified

Financial Psychology and Behavioral Finance Expert

Do you need help working through complex money issues? I employ advanced professional life and financial coaching techniques to create and actualize your vision and goals. Licensed financial advisor.

The Mindful Money Coach™️

Financial Psychology and Behavioral Finance Expert

The Mindful Money Coach™️

My latest award-winning book, The Quest for Wealth, provides a behavioral approach to moving through 6 steps mindfully to work towards wealth!

Yellowstone Wealth Advisors

2503 Robinhood Street, Houston, Texas 77005, United States

713-742-2730