REDWOOD FAMILY WEALTH LLC
Addison, TX
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-965-4001
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, ADDISON
6 advisers found
AUM
$228.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-363-6920
PROVIDENT FINANCIAL PLANNING, LLC
Addison, TX
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
888-752-6234
DEWITT AND DUNN FINANCIAL SERVICES, LLC
Addison, TX
AUM
$35.6M
Trusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-473-4700
PRUDENT MONEY FINANCIAL SERVICES
Addison, TX
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-386-0384
FAMILY FREEDOM WEALTH MANAGEMENT, LLC
Addison, TX
AUM
$2K
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
972-931-9730