BISON INVESTMENT ADVISORS, LLC
The Woodlands, TX
AUM
$157.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
281-665-3616
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
54 advisers found
MELLIG GROUP, LLC
The Woodlands, TX
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
281-206-8856
FINANCIAL PLANNING SERVICES
The Woodlands, TX
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
281-363-1680
KOINONIA FINANCIAL
The Woodlands, TX
AUM
$101.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281-367-2525
JOHN-LUKE FINANCIAL, LLC
The Woodlands, TX
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
281-292-5900
FINANCIAL CORNERSTONES, LLC
The Woodlands, TX
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
832-400-2400
LLOYDS INTREPID WEALTH MANAGEMENT
The Woodlands, TX
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
281-886-3039
WEALTH SOLUTIONS, INC.
The Woodlands, TX
AUM
$53.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(512) 600-9880
ASSURANCE WEALTH MANAGEMENT
The Woodlands, TX
AUM
$37.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(281) 440-4200
LEGACY FINANCIAL DESIGNS
The Woodlands, TX
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
832-510-0175
HODOS WEALTH GROUP, LLC
The Woodlands, TX
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
832-691-6150
BRIGHT VISION WEALTH
The Woodlands, TX
AUM
$26.7M
Financial PlanningTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
281-798-7551
ANCHORED WEALTH
The Woodlands, TX
AUM
$9.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
832-980-5535
SF PLANNING GROUP LLC
The Woodlands, TX
AUM
$4.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
713-909-0940
CATALANO FINANCIAL
The Woodlands, TX
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
832-696-0990
NOVODYN ADVISORS LLC
The Woodlands, TX
AUM
$0
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Performance-based fees
713-974-6200
PORTFOLIO DYNAMIX
The Woodlands, TX
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
281-444-7555
PROVIDENT WEALTH ADVISORS, LLC
The Woodlands, TX
AUM
—
Team
2 advisors
Clients
0
Fees
Fixed fees; SOLICITOR FEES
281-466-4843
TIVERTON WEALTH
The Woodlands, TX
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281 865 8858