TRISPERITY ADVISORS, LLC
Katy, TX
AUM
$335.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
281-395-1021
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TX, KATY
5 advisers found
AUM
$130.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
432-617-7788
ENCOMPASS ADVISORY SERVICES, LLC
Katy, TX
AUM
$121.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
281-371-6300
CRIS CAPITAL, LTD.
Katy, TX
AUM
$18.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
281-665-3081
NET FINANCIAL
Katy, TX
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281-968-8850
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