CORUS FAMILY WEALTH ADVISORS, INC.
Mckinney, TX
AUM
$619.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-422-1010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
17 advisers found
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
KOPION ASSET MANAGEMENT, LLC
Mckinney, TX
AUM
$142.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-425-7027
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
KRISHNA WEALTH PLANNING
Mckinney, TX
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-901-7526
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
MACRO WEALTH ADVISORS, INC.
Mckinney, TX
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-387-4647
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
GRAY FINANCIAL PLANNING LLC
Mckinney, TX
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-422-6082
WG PLAN LLC
Mckinney, TX
AUM
$5.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(214) 620-2055
ORGALLIC WEALTH
Mckinney, TX
AUM
$482K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-559-8998
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
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