Angelus Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000

“AW will charge a fixed fee ranging between three thousand dollars ($3,000) and twelve thousand dollars ($12,000), deter mined at the onset of the engagement based upon the complexity of the client’s needs and the scope of the financial planning services required to meet those needs.”

Annual fee

$5,000/yr

“The annual fee ranges from five thousand dollars ($5,000) to twenty thousand dollars ($20,000), determined at the onset of the engagement based on the complexity of the client's needs and the scope of services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Angelus Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are generally negotiable and are paid as described below, directly by the client.”
• “These fees are billed quarterly, in arrears, per the following table.”
• “Ongoing planning fees are billed either (i) monthly in advance by electronic funds transfer, or (ii) semiannually in arrears by invoice, as elected in the client agreement.”

How Angelus Wealth, LLC’s fees compare

• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Sugar Land that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Texas median of $6,000. 38% of the 106 other Texas planners that publish an annual fee charge less.

About Angelus Wealth, LLC

• Principal: Sonny Blanchard
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$500,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$244,568

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328571

Website

angelushq.com (opens in new tab)

Phone

(346) 409-7974

Other planners in Sugar Land that publish fees

• Collins Wealth ManagementSugar Land$300⁠-⁠$2,000, $125⁠-⁠$500/mo
• Kings Path Partners LLCSugar Land$75⁠-⁠$450/hr
• RWM Capital, LLCSugar Land$15,000
• Sweetwater Financial Advisors, LLCSugar Land$10,000
• Verus Financial GroupSugar Land$200⁠-⁠$400/hr, $600⁠-⁠$25,000
• WJ Interests, LLCSugar Land$5,000/yr

Compare all 11 planners in Sugar Land