DISCIPLINED INVESTORS, L.L.C.
Waco, TX
AUM
$941.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
254-265-7410
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX, WACO
9 advisers found
WINNACLE WEALTH, LLC
Waco, TX
AUM
$145.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
254-776-8400
OPEN RANGE FINANCIAL GROUP, LLC
Waco, TX
AUM
$77.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-706-3753
WARDLAW WEALTH MANAGEMENT LLC
Waco, TX
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
254-776-5310
THE ASPEN EQUITY GROUP
Waco, TX
AUM
$36.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
970-925-1499
JOHN WESSLER & ASSOCIATES
Waco, TX
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Hourly charges; Fixed fees
254-717-2460
VAN DUIVENDYK CAPITAL MANAGEMENT
Waco, TX
AUM
$26.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
254-772-7311
Full profileNo website
NOBLE ADVISORY GROUP LLC
Waco, TX
AUM
$2.0M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; SOLICITOR FEES
254-776-8899
Full profileNo website
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
254-495-6899
Full profileNo website