Firm
Collins Wealth Management
Sugar Land, Texas
Fee-only
Collins Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 60 individual clients.
- Its average account is about $60,000 (assets it manages divided by its 60 accounts).
- Its ongoing planning fee starts at $1,500 a year, below the Texas median of $3,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Sugar Land, Texas |
|---|---|
| Website | buildwithcwm.com |
| Phone | (281) 766-4850 |
Collins Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,500 a year |
|---|---|
| One-time plan | From $300 |
| Account minimum | None |
| How it charges | Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"an ongoing fee that is paid monthly, in advance, at the rate of $125 - $500 per month." source
"The fixed fee can range between $300 - $2000 , depending on the client's complexity and needs." source
"Collins Wealth Management does not require a minimum amount of assets to receive our services." source
"Project-based financial planning is offered on a fixed fee basis." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 60 |
| Accounts managed | 60 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 314610 |