ST. JAMES INVESTMENT COMPANY, LLC
Southlake, TX
AUM
$660.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-484-7250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX, SOUTHLAKE
7 advisers found
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
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
PLANGUIDE FINANCIAL
Southlake, TX
AUM
$277.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-379-9729
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
PRO CAPITAL LLC
Southlake, TX
AUM
$64.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-912-1223
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