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 Retirement Planning advisors in TX, MCKINNEY
5 advisers found
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
NASHIONAL INVESTMENTS
Mckinney, TX
AUM
$16.5M
Wealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
855-627-4466 EXT 1
RTB WEALTH ADVISORS, LLC
Mckinney, TX
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(469) 480-7924