Pijus Bulvinas is a CFP-designated registered investment advisor at Wealth and Plan, based in Cypress, TX, with 8 years of industry experience. Pijus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable and applied to the entire account balance rather than on a blended basis. Household accounts may be aggregated. Ongoing financial planning may be bundled at no additional cost.
Fee Estimator
Location
Cypress, TX
Get directionsHistory
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 Activities
Pijus is a co-founder of Two Grads, LLC, a clothing business involved in designing apparel, marketing, and generating sales, since September 2023. He spends a few hours per week on this activity.
Employment History
Current Registrations
Wealth and Plan
Previous Registrations
Granite Harbor Advisors, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
More Advisors
- David Everest, ChFCState Farm Investment Management CORP.
- Jermaine Phillips, ChFCState Farm Investment Management CORP.
- Levin Yessaian, ChFCState Farm Investment Management CORP.
- Timothy Mckinney, CFPStrategic Advisers LLC
- Kevin Kusak, CFP
- Howard Hudson, CFP, ChFC