UPSPRING CAPITAL LLC
Dallas, TX
AUM
$99.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(214) 720-0909
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
AUM
$98.6M
Wealth MgmtRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
254-759-3702
LIFEPLAN FINANCIAL SERVICES, LP
Kingwood, TX
AUM
$96.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-446-7667
HELIOS WEALTH ADVISORS, LLC
Pearland, TX
AUM
$95.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-893-0070
BRAINTRUST CAPITAL, LLC
San Antonio, TX
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-819-7425
AFFINITY CAPITAL, L.P.
Houston, TX
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-238-6730
CPR FINANCIAL & INSURANCE SERVICES, INC.
Prosper, TX
AUM
$89.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
877-431-6997
SWEETWATER FINANCIAL ADVISORS, LLC
Sugar Land, TX
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
281-491-3333
7TH HARVEST INVESTMENTS
Dallas, TX
AUM
$83.3M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
972-231-1525
CYPRESS WEALTH ADVISORS, LLC
Shavano Park, TX
AUM
$80.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
210-787-5410
CAPITAL MANAGEMENT ADVISORS LP
Houston, TX
AUM
$80.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
713-914-8176
HG TAILORED FINANCIAL SERVICES
Dallas, TX
AUM
$79.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
972-332-4868
JOHN LINE, CPA, INC.
Dallas, TX
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-287-4266
EVIDENCE ADVISORS INVESTMENT MANAGEMENT
Boerne, TX
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-591-1170
FORWARD FINANCIAL LLC
Houston, TX
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-561-5516
WARDLAW WEALTH MANAGEMENT LLC
Waco, TX
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
254-776-5310
TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC
San Antonio, TX
AUM
$75.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
210-490-2200
PBL WEALTH MANAGEMENT
Austin, TX
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(512) 212-1099
WALTER J. REYNA, INC.
Mcallen, TX
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
956-682-4196
J BEAVER INVESTMENT ADVISORS INC
El Paso, TX
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
915-995-0600
MESSINA WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-945-0072
MOMENTUM PRIVATE WEALTH MANAGEMENT
Cedar Park, TX
AUM
$71.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
512-416-8085
CHISHOLM WEALTH MANAGEMENT
Burleson, TX
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-678-2821
GREEN INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$70.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
817-335-1178