SUCCESSION FINANCIAL, INC
Mckinney, TX
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
214-334-6261
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX, MCKINNEY
4 advisers found
ALIGN FINANCIAL ADVISORS, LLC
Mckinney, TX
AUM
$73.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-519-8750
FBS SECURITIES
Mckinney, TX
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 307-4320
YIELD FINANCIAL ADVISORS
Mckinney, TX
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-937-9905