EPIPHANY WEALTH MANAGEMENT
Houston, TX
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
832 831-0590
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
439 advisers found
CONCERT FINANCIAL PLANNING, LLC
Houston, TX
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(713) 804-7772
BLUEPRINT 360 LLC
Houston, TX
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(832) 736-7402
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
SCI, INC.
Houston, TX
AUM
$25.6M
Wealth MgmtRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(713) 391-0601
JV GLOBAL CAPITAL, INC.
Houston, TX
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
832-528-0238
POST OAK INVESTMENT MANAGEMENT, INC
Houston, TX
AUM
$21.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-960-6640
FORTH CAPITAL (USA), LLC
Houston, TX
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(346) 245-8824
THE BROUGHTON INVESTMENT GROUP, INC.
Houston, TX
AUM
$19.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(713) 337-4500
CAPLO ADVISORY LLC
Houston, TX
AUM
$18.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
832-250-5988
PORTER INVESTMENTS
Houston, TX
AUM
$15.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-461-5303
TIERCEL CAPITAL TEXAS LLC
Houston, TX
AUM
$14.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-478-3702
EVAN CAPITAL
Houston, TX
AUM
$13.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(713) 322-8920
EDGAR INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$13.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
832-680-4272
GRASS CAPITAL LLC
Houston, TX
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
9417262296
HAYWOOD WEALTH MANAGEMENT
Houston, TX
AUM
$11.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(281) 848-2566
PERCEPTIVE WEALTH ADVISORS LLC
Houston, TX
AUM
$10.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-575-2712
CONCURRENT WEALTH MANAGEMENT
Houston, TX
AUM
$10.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
832-744-1176
ARMAS CAPITAL MANAGEMENT, LLC
Houston, TX
AUM
$7.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
832-295-3996
HOUSTON WEALTH MANAGEMENT
Houston, TX
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-372-8410
BEE FINANCIAL PARTNERS WEALTH, LLC
Houston, TX
AUM
$5.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
832-698-2010
RNS WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$4.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
713-962-6196
SAVE ADVISERS LLC
Houston, TX
AUM
$3.5M
Wealth MgmtInstitutional
Team
7 employees
Clients
—
Fees
WRAP FEES AS OUTLINED IN PART 2A
254-284-7283