Collins Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,616,419
Clients
60
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
Very HighAverage account size
$60,274
About
Collins Wealth Management serves individual and high-net-worth clients with individualized investment management, project-based and ongoing financial planning, and educational seminars and speaking engagements. The firm builds client-specific investment policies and also provides advice on employer‑sponsored and other held‑away accounts.
The firm combines passive and active strategies, selecting ETFs and mutual funds based on holdings, liquidity, tax efficiency and other strategic factors, and uses a mix of fundamental, technical, charting and cyclical analysis. For held‑away accounts it requires clients to connect those accounts through a third‑party management platform (Pontera) rather than accepting client login credentials, and it typically executes trades for client accounts on an individual rather than aggregated basis.
Noteworthy features include a relatively small asset base (about $3.6 million across roughly 60 clients) operated by a solo principal who also works part‑time outside the firm, which may affect capacity and availability. The principal holds advanced wealth and education credentials (AWMA, AAMS, CFEI), the firm offers fee‑based seminars and speaking services, and the brochure discloses a personal bankruptcy from the 2008–2010 period that was subsequently discharged.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General retirement planning
Fee options
Project-based financial planning fixed fee ranges from $300 to $2,000, negotiable, with no more than $500 billed more than 6 months in advance.
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.55%
Ongoing comprehensive financial planning fees range from $125 to $500 per month, paid monthly in advance, plus an upfront charge of $300 to $2,000.
Main office location
Collins Wealth Management
14090 Southwest Freeway Suite 300
Sugar Land TX 77478, United States
Number of offices
1
Most active in
Collins Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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