Paul Rahn is a CFP-designated registered investment advisor at The Sum, based in The Woodlands, TX, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 charges a flat investment management fee of $2,000 annually per household, paid monthly in arrears. This fee is in addition to the comprehensive financial planning fee, and the firm does not offer standalone investment management without a comprehensive financial planning engagement.
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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Paul is a manager and tax preparer for The Sum Prep, LLC, a tax preparation business, since January 2023. He dedicates minimal time to this activity, primarily from February through April.
Employment History
Current Registrations
The Sum
Previous Registrations
The Sum
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management 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.
Exams
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