André Small, CFP®, MBA
A Small Investment starts with YOU
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Serving Clients Nationwide
A Small Investment starts with YOU
Areas of Focus
- Cash Flow
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Financial Planning
- Retirement Planning
- Risk Management
- Taxes
About André Small, CFP®, MBA
Hi, I'm André Small. I have a true passion for finance and technology.With experience in financial planning, and a trusted guide for my clients, the work I do now looks different from where I started. I began as a Series 7 and 66 advisor managing client assets directly.
I hold a Series 66 license now, with the focus on providing advice that is in the best interest of my clients.
I hold the CFP® certification, an MBA in finance from the University of Houston–Victoria, and a Bachelor of Science in Organizational Leadership and Supervision from the University of Houston.
The leadership degree shows up more than people expect: a plan no one understands is a plan no one follows, so I teach through every engagement.
Fueled by faith and family. Proud husband, father, and son, based in Northeast Houston.
If you want a planner who will answer your questions without making you feel as if you should have known the answer already, let’s talk.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
250 Assay Street, Suite 300-380 Houston, TX 77044
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Start with the “Book Intro Call” above to schedule a complimentary conversation. Plan for an hour, sometimes ninety minutes. Most of that time belongs to you. We cover the goals you want to reach and why reaching them carries weight in your life. I share where I can add value to your situation and how financial planning will benefit your situation. Bring recent statements or documents if you have them nearby. Nothing needs organizing beforehand. By the end, we will both know whether working together makes sense. If so, I send a planning agreement; for us to begin the planning process. No obligation either way.About A Small Investment, LLC
A Small Investment is an advice-only, fee-only financial planning firm in Houston.Most people reach out because they have built something meaningful and want a second opinion before making a decision that is hard to reverse:
retirement timing,
a liquidity event,
a tax question,
or whether the plan they already have still fits the life they want next.
You pay a flat fee, stated before the engagement begins. No commissions. No AUM fees. No product sales.
Your accounts can stay where they are currently, because my advice is not tied to you moving your accounts.
Who’s a good fit:
households building toward financial independence or a work optional life,
pre-retirees checking whether retirement is closer than they think,
and people with strong income spread across several accounts who want one person looking at the whole picture rather than four professionals each holding a piece.
Led by André Small, CFP®, MBA. In northeast Houston, serving clients virtually nationwide.
Education
University of Houston-Victoria, Master's Degree | University of Houston, Bachelor's Degree
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Gen Z
- High Net Worth
- Individuals
- Intergenerational Families
- Single Women
- Young Families
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