Firm
The SUM
The Woodlands, Texas
Fee-only
The SUM at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 9 advisors are listed here; 5 of 9 hold the CFP.
- Its Form ADV reports 12 employees and 209 individual clients, 159 of them high net worth.
- Its average account is about $581,000 (assets it manages divided by its 949 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | The Woodlands, Texas |
|---|---|
| Website | thesumprep.com |
| Phone | (281) 940-4859 |
The SUM fees
The SUM doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $551 million |
| Individual clients | 50 |
| High-net-worth clients | 159 |
| Accounts managed | 949 |
| Employees | 12 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122376) |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 297658 |