VIAQUEST ADVISORS LLC
Houston, TX
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
281-335-7609
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
ATX FINANCIAL PLANNING, LLC
Austin, TX
AUM
$174.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
512-693-4040
RIDGEBACK CAPITAL MANAGEMENT
Bellaire, TX
AUM
$171.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
713-667-4026
FOCUS 401 (K) GROUP, LLC
Addison, TX
AUM
$169.9M
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
214-373-4113
SCHLINDWEIN ASSOCIATES LLC
Dallas, TX
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-385-7040
GREENBELT INVESTMENT ADVISORS, LLC
Round Rock, TX
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-617-3900
SKYBOUND WEALTH USA
Houston, TX
AUM
$166.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-346-845-0001
THIRTEEN TWENTY-TWO ADVISORS
Fort Worth, TX
AUM
$163.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-484-9800
IRONOAK WEALTH
Cedar Park, TX
AUM
$162.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
737-271-9421
VERUS FINANCIAL GROUP
Sugar Land, TX
AUM
$158.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-909-3188
BISON INVESTMENT ADVISORS, LLC
The Woodlands, TX
AUM
$157.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
281-665-3616
DFS ADVISORY
Denton, TX
AUM
$156.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(940) 297-1474
CAM INVESTOR SOLUTIONS
Austin, TX
AUM
$155.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
720-575-7775
S&S WEALTH MANAGEMENT
Grand Prairie, TX
AUM
$153.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-276-8090
APPLEWHITE & BUYS FINANCIAL ADVISORS
Dallas, TX
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
214-710-2498
INTEGRATED WEALTH STRATEGIES, LLC
Austin, TX
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-291-6391
PUREWATER CAPITAL, LLC
Fort Worth, TX
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(817) 416-8680
SONNET, LLC
Spring, TX
AUM
$148.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
281-404-4346
PRESTIGE WEALTH MANAGEMENT
Southlake, TX
AUM
$148.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8176378121
MONEY MANAGERS, INC.
San Antonio, TX
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(210)349-9494
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-458-2517
BIRDROCK WEALTH
Austin, TX
AUM
$146.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
512-236-0071
STABILITY PARTNERS ADVISORY GROUP, LLC
Spring, TX
AUM
$140.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
832-559-8393
ALTERIS CAPITAL PARTNERS, LLC
Houston, TX
AUM
$139.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
832-649-8111