SIGNATURE FINANCIAL ADVISORS
Houston, TX
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-552-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
ALPHA CAPITAL LLC
Lubbock, TX
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
806-300-0401
MISSION RETIREMENT
Tomball, TX
AUM
$67.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(832) 559-8777
PLAN AHEAD FINANCIAL MANAGEMENT, INC.
Abilene, TX
AUM
$66.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
325-672-7212
SAMMONS WEALTH
Dallas, TX
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(972 440-1194
HOLLAND INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-698-9800
PRO CAPITAL LLC
Southlake, TX
AUM
$64.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-912-1223
SHADE TREE PARTNERS LLC
Dallas, TX
AUM
$63.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
2146208201
DERAMUS WEALTH MANAGEMENT, LLC
Plano, TX
AUM
$61.8M
Financial PlanningTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 235-9090
THE VIABLE GROUP, INC.
San Antonio, TX
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
210-824-1750
TOWN LAKE CAPITAL MANAGEMENT
Lakeway, TX
AUM
$59.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
512-772-2718
GROWTH HORIZONS WEALTH MANAGEMENT LLC
Georgetown, TX
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-316-7207
NAUTICAL STAR FINANCIAL GROUP LLC
Las Colinas, TX
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 385-1804
EDK ADVISORY
Frisco, TX
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(972) 731-4348
SUCRE'-VAIL WEALTH ADVISORS
Houston, TX
AUM
$55.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281 286-9991
OLYMPUS CAPITAL, LLC
Richardson, TX
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(214) 999-1140
INTEGRITY PRIVATE WEALTH ADVISORS, LLC
Dallas, TX
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
214-729-1460
PRESIDIO FINANCIAL, LLC
Houston, TX
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
281-789-8709
FAMILY DYNASTY ADVISORS LLC
Lubbock, TX
AUM
$52.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
806-993-7023
KAPELA
San Antonio, TX
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-504-4563
ARETE ADVISORS
Houston, TX
AUM
$48.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-910-8437
MARK MUECKE CAPITAL MANAGEMENT, LLC
San Antonio, TX
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
210-660-4211
CORTEZ WEALTH MANAGEMENT
El Paso, TX
AUM
$47.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
915-777-3112
FBS SECURITIES
Mckinney, TX
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 307-4320