SONNET, LLC
Spring, TX
AUM
$148.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
281-404-4346
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, SPRING
5 advisers found
STABILITY PARTNERS ADVISORY GROUP, LLC
Spring, TX
AUM
$140.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
832-559-8393
MAGNOLIA WEALTH
Spring, TX
AUM
$101.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
281-576-9531
OSGOOD CAPITAL MANAGEMENT, INC.
Spring, TX
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-350-6700
AUM
—
Financial PlanningTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Fixed fees; SOLICITATION FEES FROM THIRD-PARTY MANAGER
281-444-2220