Fee-only adviser · Sugar Land, TX
MDX Wealth Management
MDX Wealth Management is a fee-only investment adviser registered with the securities regulators of Arizona, California, Nevada, Texas, with its main office in Sugar Land, Texas. On its latest Form ADV, filed March 18, 2026, it reports $70M in regulatory assets under management, 105 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, California, Nevada, Texas |
|---|---|
| Firm CRD number | 161309 |
| Office | 2245 Texas DR Suite 300 Sugar Land, TX 77479 |
| Phone | (713) 877-2526 |
| Website | mdxwealth.com |
| Regulatory assets under management | $70M ($37M discretionary) |
| Individual clients | 105 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sugar Land
- RWM Capital, LLC $222M
- Sweetwater Financial Advisors, LLC $84M
- WJ Interests, LLC $634M
- Kings Path Partners LLC $1.5B
- Collins Wealth Management $3.6M
- Domani Investments Inc. $10M
See all 11 fee-only advisers in Sugar Land →
Nearby
- Stafford 1 firm
- Missouri City 1 firm
- Bellaire 3 firms
- Houston 157 firms
- Richmond 1 firm
- Katy 5 firms
- Pearland 2 firms
- Fulshear 1 firm
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