LIFESTYLE ASSET MANAGEMENT, INC.
Friendswood, TX
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
281-612-2035
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
ACT WEALTH MANAGEMENT, LLC
Allen, TX
AUM
$568.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
214-618-2022
GENERATIONAL WEALTH ADVISORS
Richardson, TX
AUM
$568.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-378-1795
BECK CAPITAL MANAGEMENT LLC
Austin, TX
AUM
$562.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
512-345-6789
ENDEAVOR ADVISORS, LLC
The Woodlands, TX
AUM
$559.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
281-326-9902
DIGITAL WEALTH PARTNERS
Dallas, TX
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
307-396-0295
KERCHEVILLE ADVISORS LLC
San Antonio, TX
AUM
$554.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-694-5000
NEXUS ONE FINANCIAL ADVISORS LLC
Plano, TX
AUM
$552.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 800-4442
THE SUM
The Woodlands, TX
AUM
$551.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
281-940-4859
AMICUS FINANCIAL ADVISORS, LLC
Lubbock, TX
AUM
$550.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
806-698-1122
IAS WEALTH MANAGEMENT, INC.
The Woodlands, TX
AUM
$549.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-364-0606
MACK & CO. PARTNERS, LP
Dallas, TX
AUM
$549.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(945) 293-6405
MILLS WEALTH ADVISORS, LLC
Southlake, TX
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-416-7300
PEIRCE CAPITAL MANAGEMENT, LLC
The Woodlands, TX
AUM
$534.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(281) 858-3524
ROBERTSON INVESTMENT MANAGEMENT
Houston, TX
AUM
$534.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
713-622-4077
NEW CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-874-1444
EIGHT 31 FINANCIAL, LLC
Midland, TX
AUM
$532.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
423-282-0251
TITAN RETIREMENT ADVISORS LLC
Fulshear, TX
AUM
$531.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-239-2866
TRINITY PORTFOLIO ADVISORS, LLC
Southlake, TX
AUM
$530.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
817-416-7227
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
Austin, TX
AUM
$523.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
1-800-920-9722
TRINITY LEGACY PARTNERS, LLC
Houston, TX
AUM
$521.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-999-8053
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, TX
AUM
$519.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-335-3214
HAVEN WEALTH GROUP
Houston, TX
AUM
$514.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN
713-980-8820
LEO WEALTH AMERICAS, LLC
Hurst, TX
AUM
$512.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
817-354-1090