The Sum fees and pricing

Financial planner in The Woodlands, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 31, 2026, The Sum charges $500 an hour and an annual fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Fee (Investment Management not included) Hourly Financial Planning fee is offered at a rate of $500 per hour.”
Annual fee: $2,000/yr; “Our Investment Management fee includes a flat fee per household of $2,000 annually, to be paid monthly in arrears.”

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

“The fee may be negotiable in certain cases.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
6 of the 7 other planners in The Woodlands that publish an hourly rate charge less.
Its annual fee of $2,000 is below the Texas median of $6,000. 21% of the 106 other Texas planners that publish an annual fee charge less.

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: 2% a year
Clients: 209
Employees: 12
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $551,358,564
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 297658
Website: facebook.com/thesumplanning (opens in new tab)
Phone: (281) 940-4859

Can advise clients in 2 states: Louisiana, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.