TKC WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$138.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
214-389-2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
FOGARTY WEALTH MANAGEMENT, INC.
Missouri City, TX
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-403-1818
WAVE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(972) 954-4100
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-702-8121
GREEN & DECKERT LLC
Lubbock, TX
AUM
$132.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
806-744-2689
CHARIS LEGACY PARTNERS
Bryan, TX
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
979-406-7875
SAGE WEALTH PLANNING
Georgetown, TX
AUM
$127.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(231) 221-2448
SHADOWRIDGE ASSET MANAGEMENT, LLC
Austin, TX
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-434-1427
LEDER FIDUCIARY CAPITAL LLC
Bellaire, TX
AUM
$120.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
713-870-9516
GFN CAPITAL MANAGEMENT
Richardson, TX
AUM
$120.1M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
972-385-0007
LD LOWE WEALTH ADVISORY
Richardson, TX
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-335-2523
MOFFATT FINANCIAL STRATEGIES
Fort Worth, TX
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
682-747-0134
GRACE CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$108.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
512-485-1800
DOUBLE EAGLE WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$108.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-814-4978
HAVEN FINANCIAL ADVISORS
Austin, TX
AUM
$108.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
512 791 4335
KIPOS WEALTH
Denton, TX
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
214-799-0229
LARSON FINANCIAL ADVISORS
Cedar Park, TX
AUM
$105.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-910-2722
A SLING & A STONE, INCORPORATED
Burnet, TX
AUM
$104.6M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-553-5151
IDEOLOGY WEALTH ADVISORS, LLC
Dallas, TX
AUM
$104.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
469-275-8028
BENZER CAPITAL
Missouri City, TX
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-979-2300
AUM
$102.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
214-215-2348
KOINONIA FINANCIAL
The Woodlands, TX
AUM
$101.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281-367-2525
ENDURANCE FINANCIAL PLANNING, LLC
Mcallen, TX
AUM
$101.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(956) 630 - 7231
CMH WEALTH MANAGEMENT
Dallas, TX
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(214) 692-5878