TSA WEALTH MANAGEMENT
Houston, TX
AUM
$358.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(713) 735-9217
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
LIFEWAY FINANCIAL CORPORATION
Plano, TX
AUM
$358.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
972-378-3677
HERITAGE WEALTH MANAGEMENT
Houston, TX
AUM
$357.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-871-9800
MCDONALD CAPITAL MANAGEMENT
Lubbock, TX
AUM
$357.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
806-744-8617
STONE OAK WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$355.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
210-339-2707
HERITAGE RETIREMENT ADVISORS, LLC
Colleyville, TX
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
817-503-0100
TURN8 PRIVATE WEALTH INC.
Pointe Claire, TX
AUM
$350.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
(514) 600-1466
EMPOWER WEALTH MANAGEMENT
Cedar Park, TX
AUM
$349.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
512-833-6557
MICHELS FAMILY FINANCIAL, LLC
Fort Worth, TX
AUM
$347.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-719-9999
COTTONWOOD CAPITAL ADVISORS
Irving, TX
AUM
$347.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
9725734030
GBM WEALTH MANAGEMENT, INC.
Houston, TX
AUM
$346.4M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(281) 745-9100
RHP WEALTH MANAGEMENT
Houston, TX
AUM
$344.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(713) 554-2252
CARROLL ADVISORY GROUP
Texarkana, TX
AUM
$341.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
903-793-4014
CAP SIX ADVISORS
Houston, TX
AUM
$340.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
281-671-7982
ELTEKON ADVISORS, LLC.
West Lake Hills, TX
AUM
$340.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
512-477-3200
CAPITAL IDEAS
Dallas, TX
AUM
$336.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
214-750-4400
FIRST DALLAS SECURITIES, INC.
Dallas, TX
AUM
$335.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Commissions
214-954-1177
THE MENARD FINANCIAL GROUP, LLC
Houston, TX
AUM
$335.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-364-1515
TRISPERITY ADVISORS, LLC
Katy, TX
AUM
$335.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
281-395-1021
ASPENRIDGE WEALTH ADVISORS
Fort Worth, TX
AUM
$335.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
682-231-8331
DOVETAIL WEALTH MANAGEMENT, LLC
Taylor, TX
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(512) 352-1613
FLUENT FINANCIAL, LLC
Dallas, TX
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-852-4800
AVONDALE WEALTH MANAGEMENT LLC
West Lake Hills, TX
AUM
$326.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
512-505-8148
PATRON PARTNERS, LLC
Houston, TX
AUM
$325.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-371-3450