DIMENSIONAL FUND ADVISORS LP
Austin, TX
AUM
$1.02T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
367 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-306-7400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX, AUSTIN
57 advisers found
KESTRA ADVISORY SERVICES, LLC
Austin, TX
AUM
$79.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1359 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8445537872
SAGE ADVISORY SERVICES LTD CO
Austin, TX
AUM
$28.43B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
37 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-327-5530
LEAFHOUSE FINANCIAL ADVISORS, LLC
Austin, TX
AUM
$24.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 879-1505
KESTRA PRIVATE WEALTH SERVICES, LLC
Austin, TX
AUM
$13.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
211 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
844-553-7872
HUB INVESTMENT PARTNERS, LLC
Austin, TX
AUM
$11.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
103 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-600-5390
YACKTMAN ASSET MANAGEMENT LP
Austin, TX
AUM
$11.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
512-767-6700
BLUESPRING WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$4.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
737-443-2122
VENTURI PRIVATE WEALTH
Austin, TX
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(512) 220-2035
OXBOW ADVISORS, LLC
Austin, TX
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-386-1088
WATERLOO CAPITAL
Austin, TX
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
512-777-5900
ROOT FINANCIAL PARTNERS
Austin, TX
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(760) 452-0720
MERIDIAN WEALTH ADVISORS, LLC
Austin, TX
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-717-5580
49 FINANCIAL
Austin, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
214-563-1190
FMP WEALTH ADVISERS
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-329-5174
AUSTIN WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-467-2000
CFM WEALTH PARTNERS LLC
Austin, TX
AUM
$885.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 366-3925
ROBERT HARRELL, INCORPORATED
Austin, TX
AUM
$885.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
512-795-9100
CENTURY MANAGEMENT FINANCIAL ADVISORS
Austin, TX
AUM
$679.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
512-329-0050
OAKWELL PRIVATE WEALTH MANAGEMENT
Austin, TX
AUM
$668.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
1-800-55OAKWELL
STUART INVESTMENT ADVISORS, INC.
Austin, TX
AUM
$630.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
512-478-2275
ENZI WEALTH
Austin, TX
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-795-0030
ERBEN ASSOCIATES, LLC
Austin, TX
AUM
$402.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
26-50
Fees
Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more
512-402-0250
PIONEER WEALTH MANAGEMENT GROUP
Austin, TX
AUM
$399.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-334-6800
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