Raymond Knezek is a registered investment advisor at Sequent Planning, LLC, based in Houston, TX, with 6 years of industry experience. Raymond 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
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
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.
Exams
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