REFLECTIVE WEALTH PLANNING, LLC
Dallas, TX
AUM
$3.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Fixed fees
214-865-6996
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
571 advisers found
AEON CAPITAL PARTNERS, LLC
Dallas, TX
AUM
$2.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(972) 755-9230
ATWOOD CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$1.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(214) 302-9486
LAKE HIGHLANDS CAPITAL MANAGEMENT
Dallas, TX
AUM
$810K
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
214-502-2618
KELLEY LANE CAPITAL, LLC
Dallas, TX
AUM
$686K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-432-2115
PARKER PRESCOTT CAPITAL MANAGEMENT
Dallas, TX
AUM
$447K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
972-639-7820
TROVE INVESTMENT ADVISORS LLC
Dallas, TX
AUM
$388K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
469-655-0025
FESC ASSET MANAGEMENT LLC
Dallas, TX
AUM
$340K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
+52 5518213647
L & B REALTY ADVISORS, LLP
Dallas, TX
AUM
$219K
Trusts & EstatesRetirementInstitutional
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-989-0800
FSO WEALTH
Dallas, TX
AUM
$174K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2146094027
AMPLIFIED ALPHA
Dallas, TX
AUM
$45K
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-727-7248
HOFFMAN WEALTH ADVISORS
Dallas, TX
AUM
$13K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
214-997-3130
FIVANCIAL ADVISORS, INC.
Dallas, TX
AUM
$925
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Subscription fees
855-568-3275
ALGOTECH FINANCIAL LLC
Dallas, TX
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
469-850-3174
ALLIED STRATEGIC PARTNERS MANAGEMENT, LP
Dallas, TX
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
217-220-3163