PRINCIPIA WEALTH ADVISORY, LLC
Dallas, TX
AUM
$225.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-775-0899
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
CAPITAL ADVISORY GROUP, INC.
Dallas, TX
AUM
$224.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
972-770-4840
RWM CAPITAL, LLC
Sugar Land, TX
AUM
$222.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
832-981-7000
HALCYON GLOBAL ADVISORS
Dallas, TX
AUM
$221.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 499-8278
WISDOM INDEX ADVISORS
Prosper, TX
AUM
$221.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
972-931-0063
STRATEGIC FINANCIAL PLANNING, INC.
Plano, TX
AUM
$220.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-403-1234
AUM
$219.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
281-758-5252
THE PERSONAL WEALTH COACH
Salado, TX
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
254-947-1111
CHRISTIAN FINANCIAL ADVISORS
New Braunfels, TX
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
830-609-6986
PARKER FINANCIAL ADVISORS LLC
Houston, TX
AUM
$217.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
832-476-3495
LIFETIME WEALTH MANAGEMENT P.C.
Rockwall, TX
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
972-771-0650
ARK WEALTH MANAGEMENT
Austin, TX
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-660-5703
MIAI, INC.
Dallas, TX
AUM
$213.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-739-5677
J.E. SIMMONS & CO., P.C.
Dallas, TX
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-404-1040
SILVER LAKE CAPITAL PARTNERS
Dallas, TX
AUM
$211.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
972-701-2040
CENTRIC ADVISORS, LLC
Cypress, TX
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-215-5888
PARKSTONE WEALTH MANAGEMENT, LLC
Arlington, TX
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-962-0068
SUCCESSION FINANCIAL, INC
Mckinney, TX
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
214-334-6261
STRATEGIC WEALTH PLANNING
Richardson, TX
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-727-6000
CAPSTAR FINANCIAL SERVICES LLC
Austin, TX
AUM
$207.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 215-9030
SMITH & WYATT
College Station, TX
AUM
$207.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
979-431-5440
LAKE HILLS WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$206.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(512) 580-4740
COOKSEN WEALTH, LLC
The Woodlands, TX
AUM
$206.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(832) 592-2554
PLANNING WORKS ADVISORY, INC.
Austin, TX
AUM
$199.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-498-7526