David E. Melchor
CFP®Professional Summary
David E. Melchor, CFP®, who also goes by David Earl Melchor, David Melchor, is a registered financial advisor currently at THE SUM located in League City, Texas. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Retirement Planning
Biography
My goal is to maintain relationships with my clients by acting as their advocate to help ensure we construct a comprehensive wealth strategy together. I strive to provide my client's peace of mind by helping them develop a robust plan over time.
Other Aliases
David Earl Melchor, David Melchor
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
Education
University of Houston Clear Lake
Finance, Master of Science (MS)
Finance, Master of Science (MS)
2018
Stephen F. Austin State University
Finance, Bachelor of Business Administration
Finance, Bachelor of Business Administration
2009
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Current Firm
THE PLANNING PROJECT LLC | THE SUM
Contact Information
Main Address
4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381Phone Number
(281) 940-4859# of Employees
12SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
949AUM (Assets Under Management)
$551,358,564Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
THE PLANNING PROJECT LLC | THE SUM
State Registrations and Notice Filings
(7/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David E. Melchor's CRS (Customer Relationship Summary).
Services Offered by David
- Investment Planning
- Retirement Planning
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