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Abid Khan

Sequent Planning, LLC
18 Years of Experience
Houston, TX
Sells Insurance
View SEC Summary
View SEC Summary

Abid Khan is a registered investment advisor at Sequent Planning, LLC, based in Houston, TX, with 18 years of industry experience. Abid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.

Sequent Planning, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,015 clients
Average Client Portfolio
$98K average
Assets Under Management
$589.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

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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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
October 2025 - Present · 1 yr
Previous Registrations
Eagle Strategies LLC
September 2021 - June 2026 · 4 yrs 9 mos
Nylife Securities LLCBroker
August 2021 - September 2025 · 4 yrs 1 mo
Prudential Financial Planning Services
April 2020 - July 2021 · 1 yr 3 mos
Pruco Securities, LLC.Broker
April 2020 - July 2021 · 1 yr 3 mos
Prudential Financial Planning Services
March 2016 - February 2020 · 3 yrs 11 mos
Pruco Securities, LLC.Broker
January 2011 - February 2020 · 9 yrs 1 mo
Metlife Securities INC.Broker
April 2008 - January 2011 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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