Pijus Bulvinas
Wealth and Plan · Cypress, Texas
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.
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Specialties
Who they serve
- High earners
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 6700971 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthandplan.com |
| Profile |
How Pijus's firm compares
- Ongoing planning starts at $2,000 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
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Questions about Pijus
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cypress
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Wealth and Plan website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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