Collins Wealth Management fees and pricing

Published fees

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

Flat or project fee

$300⁠-⁠$2,000

“Ongoing comprehensive financial planning consists of an upfront charge of $300 - $2000 and an ongoing fee that is paid monthly, in advance, at the rate of $125 - $500 per month.”

Monthly fee

$125⁠-⁠$500/mo

From the same sentence as above.

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

How Collins Wealth Management bills

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

• “Advisory fees may be directly debited from Client’s managed accounts, paid via ACH through a secure thirdparty payment processor, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An 9 account may be terminated with written notice at least 30 calendar days in advance.”

How Collins Wealth Management’s fees compare

• Its flat or project fee of $300-$2,000 is below the Texas median of $3,850. 12% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 4 other planners in Sugar Land that publish a flat or project fee charge less.

About Collins Wealth Management

• Principal: Damon Collins
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

60

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,616,419

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314610

Website

BuildwithCWM.com (opens in new tab)

Phone

(281) 766-4850

Other planners in Sugar Land that publish fees

• Angelus Wealth, LLCSugar Land$3,000, $5,000/yr
• 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