THE SUM
29yrs
Top advisor by experience at THE SUM
THE SUM
The Woodlands, TX. Legal name: The Planning Project LLC
About the firm
A registered investment advisory firm based in The Woodlands, Texas. It manages about $551 million for roughly 209 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?Hourly fees; Flat or fixed fees
Typical client size ?$2.64 million
Assets under management ?$551 million
Individual clients209
Median years of experience16
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at THE SUM
9Advisors
16Median years of experience
1States with offices
1Offices
Also known as
THE Planning Project LLC
About THE SUM
How do I contact THE SUM?
Call the main office at (281) 940-4859. The main office is at 4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381.
How is THE SUM paid?
The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does THE SUM offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at THE SUM?
We list 9 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.