WHITE ROCK OIL & GAS HOLDINGS, LLC
Plano, TX
AUM
$205.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-981-1400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
FULCRUM WEALTH MANAGEMENT
Plano, TX
AUM
$192.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6942
MYTIMEEQUITY
Plano, TX
AUM
$169.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9723302771
SPECTRUM ADVISORS, INC.
Plano, TX
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-931-3700
PMG FAMILY OFFICE, LLC
Plano, TX
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-550-8790
EUBANK, HUTSON & ASSOCIATES, LLC
Plano, TX
AUM
$137.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
972-473-2244
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
972-212-9292
FRESHFIELD CAPITAL, LLC
Plano, TX
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
214-552-6372
DERAMUS WEALTH MANAGEMENT, LLC
Plano, TX
AUM
$61.8M
Financial PlanningTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 235-9090
GURUFOCUS INVESTMENTS, LLC
Plano, TX
AUM
$35.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
972-379-7896
USA ASSET MANAGEMENT, LLC
Plano, TX
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
1-888-872-8898
BDJ WEALTH MANAGEMENT LLC
Plano, TX
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
469-619-9525
YOUR RICHEST LIFE
Plano, TX
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-708-7975
KNODE WEALTH MANAGEMENT LLC
Plano, TX
AUM
$20.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-489-3733
AUM
$17.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
9727312683
SAFE LANDING FINANCIAL
Plano, TX
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
512-662-1835
MILESTONE WEALTH STRATEGIES
Plano, TX
AUM
$8.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
972-378-5577
ACEEDA WEALTH MANAGEMENT, INC.
Plano, TX
AUM
$5.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
469-863-1130
LUKE FINANCIAL COMPANY, LLC
Plano, TX
AUM
$4.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-289-0031
BBAE ADVISORS LLC
Plano, TX
AUM
$1.2M
Wealth MgmtTrusts & Estates
Team
3 employees
Clients
0
Fees
Percentage of AUM
972-618-0043
CRESCENT INVESTMENT SOLUTIONS LLC
Plano, TX
AUM
$230K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
469-666-7106
CAISHEN FINANCIAL
Plano, TX
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
972-322-0308