SSB&T WEALTH MANAGEMENT, LLC
Fredericksburg, TX
AUM
$445.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
830-997-7575
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
BURFORD BROTHERS, INC.
Dallas, TX
AUM
$440.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
214-523-2333
BRANSON FOWLKES & CO INC
Houston, TX
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-780-0606
SCHULZ WEALTH, LTD.
Mansfield, TX
AUM
$438.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
817-405-4014
SWMG, LLC
Fort Worth, TX
AUM
$430.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-210-3444
PACIFIC STRATEGIC MANAGEMENT, LP
Houston, TX
AUM
$426.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-495-5220
MURPHY & SYLVEST
Dallas, TX
AUM
$425.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 373-8362
SMART MONEY GROUP, LLC
Eastland, TX
AUM
$424.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
254-629-3866
POINT BRIDGE CAPITAL, LLC
Fort Worth, TX
AUM
$419.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(817) 529- 4600
TRANSCE3ND LLC
Buda, TX
AUM
$418.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-268-9220
FRUTH INVESTMENT MANAGEMENT
Houston, TX
AUM
$417.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-464-2283
CASTLEVIEW PARTNERS, LLC
Dallas, TX
AUM
$416.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-710-1995
TRUE FINANCIAL GROUP
Cedar Park, TX
AUM
$409.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-649-2383
REVERE ASSET
Allen, TX
AUM
$407.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
855-732-5932
S HARRIS FINANCIAL GROUP, LLC
San Antonio, TX
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
210-547-3450
TFR CAPITAL
Plano, TX
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-765-0397
ERBEN ASSOCIATES, LLC
Austin, TX
AUM
$402.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
26-50
Fees
Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more
512-402-0250
THE CAPITAL CHART ROOM, LTD
Fort Worth, TX
AUM
$400.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-801-6455
SECURE FINANCIAL MANAGEMENT
San Antonio, TX
AUM
$399.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
210-428-6250
THREADGILL FINANCIAL, LLC
The Woodlands, TX
AUM
$399.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
713-893-5635
PIONEER WEALTH MANAGEMENT GROUP
Austin, TX
AUM
$399.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-334-6800
STONECREST ADVISORS, INC.
Austin, TX
AUM
$398.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
866-342-1069
FORTUNE WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$396.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
972-716-8002
CARGILE INVESTMENT MANAGEMENT
Midland, TX
AUM
$394.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
432-617-1394