Bond Wealth Planning & Investments, Pllc
Bond Wealth Planning & Investments, Pllc (CRD# 301522) is a financial advisory firm headquartered in The Woodlands, TX. They manage $16,633,556 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bond Wealth Planning & Investments, Pllc
By the Numbers
-
Total Assets Under Management17MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$594,056
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Bond Wealth Planning & Investments, Pllc
1
Robert Bond (CRD# 4831598) is an Investment Advisor Representative working at Bond Wealth Planning & Investments, Pllc in The Woodlands, TX and has over 10 years of experience in the finance industry.
2
Mary Hicks (CRD# 5410305) is an Investment Advisor Representative working at Bond Wealth Planning & Investments, Pllc in The Woodlands, TX and has over 7 years of experience in the finance industry.
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