ROTH FINANCIAL PARTNERS LLC
Kingwood, TX
AUM
$460.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
281-973-8816
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, KINGWOOD
7 advisers found
D.H. HILL ADVISORS, INC.
Kingwood, TX
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-644-1852
KINGWOOD INVESTMENT GROUP
Kingwood, TX
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-359-7900
MTR FINANCIAL SERVICES, LLC
Kingwood, TX
AUM
$119.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
281-913-1844
LIFEPLAN FINANCIAL SERVICES, LP
Kingwood, TX
AUM
$96.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-446-7667
US 1ST WEALTH MANAGEMENT
Kingwood, TX
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
281-445-4869
WHITFILL INVESTMENT MANAGEMENT, LLC
Kingwood, TX
AUM
$4.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-812-4555
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