AUM
$139.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 234-9503
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
AUM
$139.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-818-1800
EUBANK, HUTSON & ASSOCIATES, LLC
Plano, TX
AUM
$137.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
972-473-2244
STRATEGIC PORTFOLIO SOLUTIONS, LLC
Dallas, TX
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(214) 446-4910
PARADIGM ADVISORS, LLC
Dallas, TX
AUM
$136.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-756-6066
FOGARTY WEALTH MANAGEMENT, INC.
Missouri City, TX
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-403-1818
WAVE WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(972) 954-4100
RELIANCE WEALTH MANAGEMENT
San Antonio, TX
AUM
$134.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
210-255-3040
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-702-8121
CHARIS LEGACY PARTNERS
Bryan, TX
AUM
$132.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
979-406-7875
AUM
$131.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
469-248-6237
FINANCIAL AURORA, LLC.
Austin, TX
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512.213.6400
BROADHURST FINANCIAL ADVISORS, INC.
Austin, TX
AUM
$128.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
215-325-1595
SAGE WEALTH PLANNING
Georgetown, TX
AUM
$127.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(231) 221-2448
PERSONAL MONEY PLANNING, LLC
Wichita Falls, TX
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
940-692-6885
SHADOWRIDGE ASSET MANAGEMENT, LLC
Austin, TX
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-434-1427
KINGWOOD INVESTMENT GROUP
Kingwood, TX
AUM
$126.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-359-7900
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
972-212-9292
INTEGRITY ROAD WEALTH PARTNERS LLC
Houston, TX
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
832-585-8699
THE GARDNER GROUP
Dallas, TX
AUM
$125.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-706-4369
MASTERPIECE CAPITAL, LLC
Austin, TX
AUM
$124.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(512) 472-9033
ENCOMPASS ADVISORY SERVICES, LLC
Katy, TX
AUM
$121.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
281-371-6300
MTR FINANCIAL SERVICES, LLC
Kingwood, TX
AUM
$119.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
281-913-1844
AUM
$119.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
214-991-0823