Falists

Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

439 advisers found

MONEY HOLISTICS

Houston, TX

AUM

$27.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

832-933-5959

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