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The Sum

EST. AUM
$551,358,564

CONTACTS

CLIENT ACCOUNTS
949

Firm Details

Metro area Houston
CRD Number 297658
Website thesumplanning.com
Client types

Overview

The Planning Project, LLC, doing business as The Sum, is an SEC-registered Registered Investment Adviser (RIA) founded in 2018 and headquartered in The Woodlands, Texas. The firm provides fee-only fiduciary wealth management, investment management, retirement planning, and comprehensive financial planning services for individuals and families. Its team consists of CERTIFIED FINANCIAL PLANNER™ professionals focused on delivering objective, transparent, and accountable financial advice. The firm's investment approach emphasizes long-term planning, customized portfolio management, and aligning advisor incentives with client outcomes. The Sum serves clients through personalized financial planning and ongoing investment advisory relationships.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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