Mckenna Dehn is a registered investment advisor at The Sum, based in The Woodlands, TX, with 2 years of industry experience. Mckenna 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. 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 provides investment management services, but it's not offered as a standalone service. You must also engage in comprehensive financial planning. The investment management fee is a flat $2,000 per year, paid monthly, in addition to the financial planning fee.
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.
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Current Registrations
The Sum
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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