CORE CAPITAL MANAGEMENT AND RESEARCH INC.
Houston, TX
AUM
$298.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-864-4300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
AVID WEALTH PARTNERS, LLC
San Antonio, TX
AUM
$298.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(210) 864-3333
BEACON FINANCIAL ADVISORS LTD
Houston, TX
AUM
$296.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
713-622-9981
BEST INVEST
San Antonio, TX
AUM
$296.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
210-888-2820
AUSTIN MONEY MANAGEMENT CORPORATION
Austin, TX
AUM
$296.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(512) 607-5008
M.C. BYRD WEALTH MANAGEMENT, LLC
Bellville, TX
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
979-865-0660
FOUNDERS CAPITAL MANAGEMENT INC
Houston, TX
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
713-877-1188
SCHLEGEL DUNN LLC
Plano, TX
AUM
$279.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(972) 327-3607
PLANGUIDE FINANCIAL
Southlake, TX
AUM
$277.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-379-9729
ROSEROCK WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$275.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(214) 220-8989
BERRY WEALTH GROUP
Granbury, TX
AUM
$274.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
817-573-9595
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
866-785-5350
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
NOLET WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$272.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
817-350-4342
SK ADVISOR NETWORK, LLC
Plano, TX
AUM
$271.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 851-8564
CORPS CAPITAL ADVISORS, LLC
Southlake, TX
AUM
$270.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(214) 452-2300
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
WISNIEWSKI WEALTH MANAGEMENT
Dallas, TX
AUM
$266.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(972) 965-8261
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
OPTIMUS CAPITAL ADVISORS, LLC
Coppell, TX
AUM
$264.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-745-7704
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