BOWIE CAPITAL MANAGEMENT, LLC
Richardson, TX
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
214-712-4951
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX, RICHARDSON
11 advisers found
GENERATIONAL WEALTH ADVISORS
Richardson, TX
AUM
$568.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-378-1795
STRATEGIC WEALTH PLANNING
Richardson, TX
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-727-6000
LD LOWE WEALTH ADVISORY
Richardson, TX
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-335-2523
GUIDING WEALTH MANAGEMENT, LLC
Richardson, TX
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-810-3835
OLYMPUS CAPITAL, LLC
Richardson, TX
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(214) 999-1140
BLUECHIP FINANCIAL PLANNING, INC.
Richardson, TX
AUM
$42.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-669-4102
SENDERA WEALTH ADVISORS
Richardson, TX
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-332-1644
TUGGLE & RUSSELL, L.L.C.
Richardson, TX
AUM
$14.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-788-4703
DHL WEALTH MANAGEMENT LLC
Richardson, TX
AUM
$7.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1800-402-8862
LEMNIS CAPITAL
Richardson, TX
AUM
$0
Financial PlanningWealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
972-928-6196
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