Robert Bard
The SUM · The Woodlands, Texas
Robert Bard is a fee-only financial advisor at The SUM in The Woodlands, Texas, who holds the CFP credential. The SUM reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The SUM |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $551.4M across 949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 2926578 |
| Exams passed | Series 63 (1997) · Series 66 (2004) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.thesumprep.com |
How Robert's firm compares
- The SUM's average account is about $581,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about Robert
Is Robert Bard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and The SUM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, The SUM, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Bard based?
Robert Bard is based in The Woodlands, Texas.
What credentials does Robert Bard hold?
Robert Bard holds the CFP credential.
Is Robert Bard registered with the SEC?
Yes. Robert Bard is registered as an investment adviser representative in LA and TX (CRD 2926578), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The SUM manage?
The SUM reports $551.4M across 949 accounts in assets under management.
How do I contact Robert Bard?
Through Robert's website, www.thesumprep.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
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
- 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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