Abid Khan is a registered investment advisor at Sequent Planning, LLC, based in Houston, TX, with 17 years of industry experience. Abid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
3200 Southwest Freeway, Suite 1900, Houston, TX, 77027
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abid works as an insurance broker, appointed with various outside insurance carriers to broker non-registered insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Sequent Planning, LLC
Eagle Strategies LLC
Previous Registrations
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
State Registrations1 state
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.