Fee-OnlyFinder

Advisers in Sugar Land, TX

12 advisers in Sugar Land — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (7)Flat / fixed fees (9)Retirement plan consulting (3)

All advisers

Angelus Wealth, LLC77 Sugar Creek Center Blvd, Suite 600 · Sugar Land, TX 77478 · (346) 409-7974 · Financial planningCRD 328571 · % of assets, Hourly charges, Fixed fees · $244,568 AUMState registeredNo commissions reportedChung Wu Investment Group, LLC1415 Lake Pointe Parkway · Sugar Land, TX 77478 · (281) 203-0069 · % of assets managedCRD 170362 · % of assets · $147.5 million AUMSEC registeredNo commissions reportedCollins Wealth Management14090 Southwest Freeway Suite 300 · Sugar Land, TX 77478 · (281) 766-4850 · Financial planningCRD 314610 · % of assets, Fixed fees · $3.6 million AUMState registeredNo commissions reportedIncomar Investments, LLC101 Southwestern Blvd, Suite 112 · Sugar Land, TX 77478 · (713) 776-1860 · % of assets managedCRD 114455 · % of assets · $91.9 million AUMState registeredNo commissions reportedJames G. McClellan CPA12926 Dairy Ashford Rd, Suite 100 · Sugar Land, TX 77478 · (281) 240-0330 · Financial planningCRD 114230 · % of assets, Hourly charges · $34.4 million AUMState registeredNo commissions reportedKings Path Partners LLC1039 Imperial Blvd, Suite 201 · Sugar Land, TX 77498 · (832) 500-3101 · Financial planningCRD 269876 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedMarshall Wealth Management, LLC1404 Lake Point Pkwy · Sugar Land, TX 77478 · (832) 440-7293 · Financial planningCRD 123661 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reportedNestvst14090 Southwest Fwy, Suite 300 · Sugar Land, TX 77478 · (832) 592-1760 · Flat / fixed feesCRD 336825 · % of assets, Fixed fees · $7,067 AUMSEC registeredNo commissions reportedRwm Capital, LLC1600 Highway 6, Suite 340 · Sugar Land, TX 77478 · (832) 981-7000 · Financial planningCRD 310635 · % of assets, Hourly charges, Fixed fees · $222.4 million AUMSEC registeredNo commissions reportedSweetwater Financial Advisors, LLC4655 Sweetwater Blvd., Suite 300 · Sugar Land, TX 77479 · (281) 491-3333 · Financial planningCRD 118372 · % of assets, Fixed fees, Performance-based fees · $84.4 million AUMState registeredNo commissions reported
Verus Financial Group14141 Southwest Freeway, Suite 150 · Sugar Land, TX 77478 · (713) 909-3188 · Financial planningCRD 315153 · % of assets, Hourly charges, Fixed fees · $158.7 million AUMSEC registeredNo commissions reportedWj Interests, LLC2333 Town Center Drive, Suite 100 · Sugar Land, TX 77478 · (281) 634-9400 · Financial planningCRD 114381 · % of assets, Hourly charges, Fixed fees · $633.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Sugar Land? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.