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
25211 Grogan's Mill Rd, Suite 323, The Woodlands, TX 77380
http://www.bondwealthplanning.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bond Wealth Planning & Investments, Pllc
Showing 1 - 2 of 2 top financial advisors.
1
Robert Bond, financial advisor The Woodlands TX
Robert D. Bond
CRD#: 4831598
25211 Grogan's Mill Rd, Suite 323, The Woodlands, TX 77380

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, financial advisor The Woodlands TX
Mary R. Hicks
CRD#: 5410305
25211 Grogan's Mill Rd, Suite 323, The Woodlands, TX 77380

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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