MILLS WEALTH ADVISORS, LLC
Southlake, TX
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-416-7300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX, SOUTHLAKE
14 advisers found
TRINITY PORTFOLIO ADVISORS, LLC
Southlake, TX
AUM
$530.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
817-416-7227
TL PRIVATE WEALTH
Southlake, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
682-831-1048
OPENAIR FINANCIAL, LLC
Southlake, TX
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-233-6059
PLANGUIDE FINANCIAL
Southlake, TX
AUM
$277.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-379-9729
CORPS CAPITAL ADVISORS, LLC
Southlake, TX
AUM
$270.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(214) 452-2300
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
PRESTIGE WEALTH MANAGEMENT
Southlake, TX
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8176378121
KPC FINANCIAL SOLUTIONS, LLC
Southlake, TX
AUM
$75.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
877-572-7526
ASPEN CREEK WEALTH MANAGEMENT, LLC
Southlake, TX
AUM
$38.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
817-400-9905
MUCH WEALTH MANAGEMENT, INC.
Southlake, TX
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 677-1600
ARCON WEALTH MANAGEMENT
Southlake, TX
AUM
$33.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-224-2224
RIDGEWOOD WEALTH MANAGEMENT LLC
Southlake, TX
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-301-5190
ONE XVI WEALTH
Southlake, TX
AUM
$52.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
817-753-0018
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