Firm
WJ Interests, LLC
Sugar Land, Texas
Fee-only
WJ Interests, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 7 advisors are listed here; 6 of 7 hold the CFP.
- Its Form ADV reports 10 employees and 233 individual clients, 172 of them high net worth.
- Its average account is about $765,000 (assets it manages divided by its 828 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Sugar Land, Texas |
|---|---|
| Website | wjwealth.com |
| [email protected] | |
| Phone | (281) 634-9400 |
WJ Interests, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 0.65% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Fixed fee: $5,000 per year, plus" source
"Asset-based fee: 0.65% per year of managed assets" source
"Asset-based fee: 0.65% per year of managed assets" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $634 million |
| Individual clients | 61 |
| High-net-worth clients | 172 |
| Accounts managed | 828 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-61853) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 114381 |