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- Custodian
- Charles Schwab & Company · Jackson National Life · JP Morgan
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-18-2018
- Office Locations
- 1
Office Locations
About Flourish Financial Planning
Flourish Financial Planning (SDG Financial Planning, LLC) is a Texas-based, fee-only RIA providing comprehensive financial planning, investment management, and tax preparation/planning. The team serves individuals and families seeking Christian values-based stewardship, with guidance on retirement, employer plans (401(k)/403(b)), insurance and estate coordination, cash flow, debt and charitable giving—without product sales or account minimums.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 61 clients, or 15.3 clients per representative. That equates to $538.6K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Flourish Financial Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER RYAN WELLS
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6504119
- Ownership
- 75% or more
JEREMY SHAWN ANDRIES
PARTNER
- CRD
- #4872998
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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ALEJANDRO LOZANO
Financial Planner
- CRD
- #6082445
Showing 1 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,857,199 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,857,199 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Flourish Financial Planning has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.