Pijus Bulvinas is a CFP-designated registered investment advisor at Wealth and Plan, based in Cypress, TX, with 7 years of industry experience. Pijus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 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 may vary by client.
Fee Estimator
Location
Cypress, TX
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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 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 Registrations1 state
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