The Sum

The Sum (CRD# 297658) is a financial advisory firm headquartered in The Woodlands, TX. They manage $305,556,227 in 619 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381
https://www.thesumplanning.com/
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $493,629
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at The Sum
Showing 1 - 5 of 5 top financial advisors.
1
Robert Bard, financial advisor The Woodlands TX
Robert M. Bard
CRD#: 2926578
4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381

Robert Bard (CRD# 2926578) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has over 26 years of experience in the finance industry.

2
Marc Laviage, financial advisor The Woodlands TX
Marc E. Laviage
CRD#: 2786474
4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381

Marc Laviage (CRD# 2786474) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has over 27 years of experience in the finance industry.

3
Christopher Melber, financial advisor The Woodlands TX
Christopher D. Melber
CRD#: 5990888
4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381

Christopher Melber (CRD# 5990888) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has over 12 years of experience in the finance industry.

4
Paul Rahn, financial advisor The Woodlands TX
Paul M. Rahn
CRD#: 5578276
4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381

Paul Rahn (CRD# 5578276) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has over 15 years of experience in the finance industry.

5
Brady Cox, financial advisor The Woodlands TX
Brady A. Cox
CRD#: 7833853
4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381

Brady Cox (CRD# 7833853) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals