# Pijus Bulvinas

> Pijus Bulvinas is a fee-only financial advisor at Wealth and Plan in Cypress, Texas, who holds the CFP credential. Pijus charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,000 a year and no asset minimum) and focuses on equity compensation, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/pijus-bulvinas/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wealth and Plan
- **Based in:** Cypress, Texas
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $2,000 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Retirement planning
- **Works with:** High earners, Early-career professionals
- **CRD:** 6700971 (https://adviserinfo.sec.gov/individual/summary/6700971)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wealthandplan.com

## Frequently asked questions

### Is Pijus Bulvinas a fee-only financial advisor?

Yes. Pijus Bulvinas is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Pijus's firm.

### How does Pijus charge for financial advice?

Pijus charges an ongoing planning fee and a percentage of assets.

### How much does Pijus charge?

According to Wealth and Plan's website, checked October 28, 2026: ongoing planning from $2,000 a year; no asset minimum.

### Does Pijus work with clients virtually?

Yes. Wealth and Plan says on its website that it works with clients remotely.

### Where is Pijus Bulvinas based?

Pijus Bulvinas is based in Cypress, Texas.

### What does Pijus specialize in?

Pijus's specialties include equity compensation, tax planning and retirement planning. Pijus works with high earners and early-career professionals.

### What credentials does Pijus Bulvinas hold?

Pijus Bulvinas holds the CFP credential.

### Is Pijus Bulvinas registered with the SEC?

Yes. Pijus Bulvinas is registered as an investment adviser representative in LA and TX (CRD 6700971), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Pijus Bulvinas?

Through Pijus's website, wealthandplan.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/55159): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.wealthandplan.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.