VIAQUEST ADVISORS LLC
Houston, TX
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
281-335-7609
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
MAQRO ADVISORS LLC
Austin, TX
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(512) 673-8292
ATX FINANCIAL PLANNING, LLC
Austin, TX
AUM
$174.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
512-693-4040
PROVIDENT FINANCIAL PLANNING, LLC
Addison, TX
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
888-752-6234
JAYKAY WEALTH ADVISORS, INC.
Houston, TX
AUM
$173.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-780-4575
CORNERMEN FINANCIAL, LLC
San Antonio, TX
AUM
$172.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(210) 702-3961
VANNOY ADVISORY GROUP, INC.
Austin, TX
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
512-759-7759
ARGENT WEALTH MANAGEMENT, INC.
Round Rock, TX
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-238-6883
RIDGEBACK CAPITAL MANAGEMENT
Bellaire, TX
AUM
$171.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
713-667-4026
SCHLINDWEIN ASSOCIATES LLC
Dallas, TX
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-385-7040
GREENBELT INVESTMENT ADVISORS, LLC
Round Rock, TX
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-617-3900
SKYBOUND WEALTH USA
Houston, TX
AUM
$166.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-346-845-0001
BLACK BARN FINANCIAL, LLC
Austin, TX
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 368-9179
THIRTEEN TWENTY-TWO ADVISORS
Fort Worth, TX
AUM
$163.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-484-9800
IRONOAK WEALTH
Cedar Park, TX
AUM
$162.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
737-271-9421
SPECTRUM ADVISORS, INC.
Plano, TX
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-931-3700
MURRAY INVESTMENT MANAGEMENT, LLC
Houston, TX
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(713) 850-7444
HACKETT FINANCIAL GROUP, LLC
Wimberley, TX
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(512) 847-0630
VERUS FINANCIAL GROUP
Sugar Land, TX
AUM
$158.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-909-3188
SCHERER FINANCIAL ADVISORY SERVICES, LLC
Dallas, TX
AUM
$158.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-267-9655
STRATEGIC WEALTH MANAGEMENT, LLC
Bedford, TX
AUM
$157.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(817) 391-1090
COLLECTIVE WEALTH ADVISORS LLC
Coppell, TX
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-427-1427
DFS ADVISORY
Denton, TX
AUM
$156.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(940) 297-1474
LIVE OAK WEALTH ADVISORY GROUP, LLC
Houston, TX
AUM
$155.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-9200