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Financial planning in Sugar Land, TX

9 advisers in Sugar Land offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 9

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 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 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 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 reportedVerus 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