Damon Collins
Collins Wealth Management · Sugar Land, Texas
Damon Collins is a fee-only financial advisor at Collins Wealth Management in Sugar Land, Texas. Damon charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,500 a year and one-time plans from $300).
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Facts
| Firm | Collins Wealth Management |
|---|---|
| Based in | Sugar Land, Texas |
| Fee model | Flat fee or retainer · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,500 a year · One-time plans from $300 · No asset minimum |
| Works virtually | Yes |
| Assets under management | $3.6M across 60 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6937476 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.buildwithcwm.com |
| Profile |
How Damon's firm compares
- Ongoing planning starts at $1,500 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $300, below the Texas median of $1,575 for fee-only firms that publish prices.
- Collins Wealth Management's average account is about $60,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Damon
Is Damon Collins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Damon holds no broker registration, and Collins Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Damon charge for financial advice?
Damon charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.
How much does Damon charge?
According to Collins Wealth Management's website, checked October 30, 2026: ongoing planning from $1,500 a year; one-time plans from $300; no asset minimum.
Does Damon work with clients virtually?
Yes. Collins Wealth Management says on its website that it works with clients remotely.
Where is Damon Collins based?
Damon Collins is based in Sugar Land, Texas.
Is Damon Collins registered with the SEC?
Yes. Damon Collins is registered as an investment adviser representative in TX (CRD 6937476), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Collins Wealth Management manage?
Collins Wealth Management reports $3.6M across 60 accounts in assets under management.
How do I contact Damon Collins?
Through Damon's website, www.buildwithcwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sugar Land
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Collins Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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