STONECREST ADVISORS, INC.
Austin, TX
AUM
$398.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
866-342-1069
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
FORTUNE WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$396.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
972-716-8002
POST OAK PRIVATE WEALTH ADVISORS
Houston, TX
AUM
$390.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
281-580-2100
LBJ FAMILY WEALTH ADVISORS, LTD.
Austin, TX
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
512-457-5000
PROMUS ADVISORS
Dallas, TX
AUM
$384.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-612-5750
FORTITER WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$379.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(832) 941-1234
IRONBRIDGE PRIVATE WEALTH, LLC
Austin, TX
AUM
$379.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
512-327-8901
LEGACY CONSULTING GROUP
Plano, TX
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
972-599-4750
RHODES INVESTMENT ADVISORS, INC.
Fort Worth, TX
AUM
$376.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-334-0455
CONCORDE INVESTMENT MANAGEMENT
Dallas, TX
AUM
$376.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
972-701-5400
CULTIVAR CAPITAL, INC.
Denton, TX
AUM
$375.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
940-600-4553
KM CAPITAL MANAGEMENT, LTD.
Austin, TX
AUM
$374.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
512-697-0290
OVERRIDGE WEALTH ADVISORS
Fort Worth, TX
AUM
$368.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-738-1451
REDBUD ADVISORS
Austin, TX
AUM
$367.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-222-6968
M. E. ALLISON & CO., INC.
San Antonio, TX
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
210-930-4000
FINANCIAL LIFE ADVISORS
San Antonio, TX
AUM
$366.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
210-918-8998
CAMDEN WEALTH ADVISORS LLC
Houston, TX
AUM
$366.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
713-341-5312
BEAUMONT ASSET MANAGEMENT, LLC
Beaumont, TX
AUM
$365.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
409-899-9569
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
SHELTON WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$364.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 415-2877
CRESTMONT PRIVATE WEALTH LLC
Boerne, TX
AUM
$363.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
8304685366
TSA WEALTH MANAGEMENT
Houston, TX
AUM
$358.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(713) 735-9217
LIFEWAY FINANCIAL CORPORATION
Plano, TX
AUM
$358.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
972-378-3677
HERITAGE WEALTH MANAGEMENT
Houston, TX
AUM
$357.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-871-9800