Robert Bard is a CFP-designated registered investment advisor at The Sum, based in The Woodlands, TX, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 209 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Sum provides investment management services, but it's not offered as a standalone service. You must also engage in comprehensive financial planning. The investment management fee is a flat $2,000 per year, paid monthly, in addition to the financial planning fee.
Location
4526 Research Forest Dr., Suite 240, The Woodlands, TX, 77381
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a manager and tax preparer for The Sum Prep, LLC, starting in 2023, and spends minimal time on this activity. He prepares tax returns for select customers.
Employment History
Current Registrations
The Sum
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Banc One Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.