Advisor at Collins Wealth Management
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Firm
Collins Wealth Management
Location
Sugar Land, TX 77478
Credentials
Series 66
Industry experience
7 years
Damon Collins is a financial advisor at Collins Wealth Management in Sugar Land, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the United States Army Corps of Engineers. In addition to his advisory role, he maintains a part-time quality assurance position and participates in public speaking and occasional pro-bono education. Collins Wealth Management serves individual clients, including both non–high-net-worth and high-net-worth households, offering tailored investment management and comprehensive financial planning. The firm combines passive and active investment approaches, constructing portfolios focused on managing volatility and aligned with clients’ goals, while providing additional services such as business planning, college savings, insurance reviews, and educational seminars.
Based on Collins Wealth Management
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.
14090 Southwest Freeway Suite 300
Sugar Land, TX 77478
Texas
Collins Wealth Management
2021 - Present (5 years)
Edward Jones
2018 - 2021 (3 years)
United States Army Corps of Engineers
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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