AUM
$909.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-861-7099
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
9 advisers found
PARKSTONE WEALTH MANAGEMENT, LLC
Arlington, TX
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-962-0068
CALLAWAY FINANCIAL SERVICES
Arlington, TX
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-274-4877
ROSS WEALTH GROUP, LLC
Arlington, TX
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-795-7877
PLUMB FINANCIAL
Arlington, TX
AUM
$10.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-305-7703
SUNDIAL CAPITAL MANAGEMENT, L.P.
Arlington, TX
AUM
$304K
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
817-226-4300
JDG WEALTH MANAGEMENT GROUP, LLC
Arlington, TX
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
817-900-8455
ROLAND, CRISS INVESTMENT RESEARCH, LLC
Arlington, TX
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
817-861-4817
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