WJ Interests, LLC fees and pricing

Firm size: 10 employees.
Founded: 1996 (30 years).

Financial planner in Sugar Land, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 20, 2026, WJ Interests, LLC charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

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

“We do not accept cash or credit card payments.”
“An invoice will be posted to your WJ Client Investment Portal each quarter and will indicate whether your fees have been deducted from your account or are due from you.”
“If you choose to end our agreement during the quarter, we will refund to you any unearned fees using the same ratio.”

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.

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: 0.65% a year
Clients: 233
Employees: 10
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $633,500,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 114381
Website: wjwealth.com (opens in new tab)
Phone: (281) 634-9400

Is something on this page wrong or out of date?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.