Fiduciary, Fee-Only Planner

Live today.
We’ll plan for tomorrow.

Life-centered financial guidance for professionals in their 30s and 40s navigating careers, family, and what’s next.

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Our Services
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Our Custodian

Our Custodian

OUR CUSTODIAN

Serving Professionals From Companies Such As:

We help you answer 3 questions:

You’re on the right track, but you still want clarity.

We help you answer 3 questions:

Am I on track for my age?

What do I need to do to
get there?

What happens to my family if something happens to me?

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It’s time to get your finances in order.

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Our comprehensive financial plans include the following…

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Illustration of a wallet with money and a gear symbol, next to text about cash flow analysis and spending clarity.
Icon of a hammock with trees on either side, accompanied by the text 'Retirement Planning' and 'Build future freedom, without sacrificing the life you enjoy now.'
Icon of a hammock with trees on either side, accompanied by the text 'Retirement Planning' and 'Build future freedom, without sacrificing the life you enjoy now.'
Icon of an upward trending arrow inside a dark green circle, next to text that reads 'Investment Planning' and a tagline 'Make your money work while you live your life'.
Icon of an upward trending arrow inside a dark green circle, next to text that reads 'Investment Planning' and a tagline 'Make your money work while you live your life'.
Illustration of a money bag and calculator next to text that says "Tax Planning" and "Keep more of what you earn, year after year."
Illustration of a money bag and calculator next to text that says "Tax Planning" and "Keep more of what you earn, year after year."
Icon of a briefcase next to the text 'Career & Compensation Planning' and the phrase 'Turn career moves into long-term wealth.'
Icon of a briefcase next to the text 'Career & Compensation Planning' and the phrase 'Turn career moves into long-term wealth.'
Icon of a shield and text about insurance and risk management planning, emphasizing protection against the unexpected.
Icon of a shield and text about insurance and risk management planning, emphasizing protection against the unexpected.
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Hi there! My name is Pijus, but you can call me PJ.

I was inspired to become a financial planner the day my parents were turned away by an advisor for not meeting an asset minimum. At Wealth & Plan, we believe financial guidance should be accessible when it matters most.

Our Story

Yup, there’s quite a few financial planners out there. You may be wondering

What Makes Us Different?

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No asset minimums

Fee-only

Technology driven

Direct text and call access to reach your advisor quickly

Helping when it matters most, regardless of age or assets

High quality service for everyone. No questions asked

Financial plans built to set you up for success whether or not you implement with us

People first

Our Pricing

Full Transparency. No surprises.

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Common Questions

  • Fee-only means we're paid directly by you and only you. We don't earn commissions, referral fees, or incentives for recommending any product or investment. That means our advice is never influenced by what pays us more. You'll always know exactly what you're paying and why.

  • Both! We offer standalone comprehensive financial planning as well as ongoing wealth management for clients who want us to manage their investment accounts too. Your financial plan is built to be actionable whether or not you choose to implement with us, but if you do, we handle the day-to-day investment management through our custodian, Charles Schwab.

  • Yes. Wealth & Plan is a fully virtual practice, so we can work with you wherever you are in the U.S. We meet over video call at a time that works around your schedule. That said, if you're local to the Houston area, we're always happy to meet in person!

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