Raymond Knezek is a registered investment advisor at Sequent Planning, LLC, based in Houston, TX, with 5 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
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Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
11931 Wickchester Ln, Ste. 100, Houston, TX, 77043
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Regulatory History (1)
Financial
January 2025Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Awm Financial Services INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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.