LEGACY CAPITAL
The Woodlands, TX
AUM
$273.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(281) 595-1990
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
LIVE OAK INVESTMENT PARTNERS
Austin, TX
AUM
$266.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-532-4700
IMPERIUM WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
210-332-9533
AUM
$263.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(940) 464-0404
TRIPPON WEALTH MANAGEMENT GROUP LLC
Houston, TX
AUM
$262.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
713-661-1040
TEAM FINANCIAL STRATEGIES
Abilene, TX
AUM
$262.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
325-480-1587
REDWOOD FAMILY WEALTH LLC
Addison, TX
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-965-4001
TEXAS FAMILY WEALTH, LLC
Friendswood, TX
AUM
$257.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(281) 482-3100
SWBC INVESTMENT COMPANY
San Antonio, TX
AUM
$256.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
210-376-3279
MEROS INVESTMENT MANAGEMENT, LP
Dallas, TX
AUM
$255.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
214-871-5200
RIVERCHASE WEALTH MANAGEMENT, LLC
Flower Mound, TX
AUM
$251.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(972) 471-9013
STYRE WEALTH
Fort Worth, TX
AUM
$250.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-605-7833
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$249.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
832-975-0710
FOCUS WEALTH ADVISORS, LLC
Houston, TX
AUM
$247.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
(713) 800-7170
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
Cedar Park, TX
AUM
$244.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-522-4838
BLAND GARVEY WEALTH ADVISORS, LLC
Richardson, TX
AUM
$241.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
972-231-2503
STOREHOUSE FINANCIAL LLC
Fort Worth, TX
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-305-3233
REDEMPTION CAPITAL
Midland, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
432-236-0866
CENTENNIAL ADVISORS, LLC
Austin, TX
AUM
$237.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 265-5000
TEVIS INVESTMENT MANAGEMENT, LLC
Plano, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(972) 971-2169
WATERCOLOR FINANCIAL
Austin, TX
AUM
$234.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
512-250-1544
VANN EQUITY MANAGEMENT LLC
Plano, TX
AUM
$231.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-983-0346
ATLASMARK FINANCIAL, INC.
Austin, TX
AUM
$228.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-270-2900
CALDERWOOD FINANCIAL STRATEGIES, INC.
Houston, TX
AUM
$228.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
832-821-2462