JASPER RIDGE PARTNERS, L.P.
Fort Worth, TX
AUM
$42.95B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
36 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
817-333-0027
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX, FORT WORTH
37 advisers found
LUTHER KING CAPITAL MANAGEMENT CORPORATION
Fort Worth, TX
AUM
$30.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
72 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
817-332-3235
FIRST COMMAND ADVISORY SERVICES
Fort Worth, TX
AUM
$24.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1155 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
817-731-8621
WPWEALTH LLP
Fort Worth, TX
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
817-259-9100
DIESSLIN GROUP, INC.
Fort Worth, TX
AUM
$696.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-332-6122
SIGNAL SECURITIES, INC.
Fort Worth, TX
AUM
$679.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
817-877-4256
ASPEN WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$657.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
817-546-6353
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, TX
AUM
$519.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-335-3214
SWMG, LLC
Fort Worth, TX
AUM
$430.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-210-3444
THE CAPITAL CHART ROOM, LTD
Fort Worth, TX
AUM
$400.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-801-6455
RHODES INVESTMENT ADVISORS, INC.
Fort Worth, TX
AUM
$376.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-334-0455
OVERRIDGE WEALTH ADVISORS
Fort Worth, TX
AUM
$368.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-738-1451
SHELTON WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 415-2877
MICHELS FAMILY FINANCIAL, LLC
Fort Worth, TX
AUM
$347.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-719-9999
ASPENRIDGE WEALTH ADVISORS
Fort Worth, TX
AUM
$335.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
682-231-8331
NOLET WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$272.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
817-350-4342
STYRE WEALTH
Fort Worth, TX
AUM
$250.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-605-7833
STOREHOUSE FINANCIAL LLC
Fort Worth, TX
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-305-3233
BRAZOS WEALTH ADVISORS LLC
Fort Worth, TX
AUM
$183.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
682-350-1055
THIRTEEN TWENTY-TWO ADVISORS
Fort Worth, TX
AUM
$163.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-484-9800
PUREWATER CAPITAL, LLC
Fort Worth, TX
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(817) 416-8680
MOFFATT FINANCIAL STRATEGIES
Fort Worth, TX
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
682-747-0134
PIERCE WEALTH PARTNERS, INC.
Fort Worth, TX
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING SERVICES - BASIS POINT OF NET WORTH
817-732-2442
HOLLAND INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-698-9800
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