SOPHRONIA WEALTH ADVISORS
El Paso, TX
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-695-8533
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
DECCA PRIVATE WEALTH MANAGEMENT, INC.
Austin, TX
AUM
$7.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(512)428-8806
BLUEPRINT RETIREMENT ADVISORS LLC
Palestine, TX
AUM
$6.4M
Financial PlanningRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLANNING
682-324-2583
FREEDOM DAY WEALTH MANAGEMENT LLC
Cedar Park, TX
AUM
$5.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
512-785-9238
JASI FINANCIAL, INC.
Grapevine, TX
AUM
$5.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
817-405-4109
TWO PILLARS ASSET MANAGEMENT
Frisco, TX
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
833-377-0051
MAIN STREET ASSET MANAGMENT
Sherman, TX
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
0 total employees
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
903-819-1835
FORTHRIGHT FINANCIAL SERVICES
Weatherford, TX
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-661-1231
WAYMAKER FINANCIAL PLANNING
Fort Worth, TX
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817 935 0825
ANGEL LEGACY ADVISORS, LLC
Lubbock, TX
AUM
$2.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
210-415-2461
BRANSON FOWLKES RUSSELL INC
Houston, TX
AUM
$1.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
713-780-0606
LARSEN FINANCIAL MANAGEMENT
San Antonio, TX
AUM
$1.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
210-393-8642
ENVISIONVEST
Houston, TX
AUM
$838K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-589-6966
RICHARDS FINANCIAL PLANNING, LLC
Houston, TX
AUM
$330K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-320-6124
L & B REALTY ADVISORS, LLP
Dallas, TX
AUM
$219K
Trusts & EstatesRetirementInstitutional
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214-989-0800
DOUGLAS CAPITAL ADVISORS
Manor, TX
AUM
$210K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
512-782-2125
PRUDENT PROSPERITY
Little Elm, TX
AUM
$188K
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
302-559-8533
FAMILY FREEDOM WEALTH MANAGEMENT, LLC
Addison, TX
AUM
$2K
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
972-931-9730
A SMALL INVESTMENT
Humble, TX
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
832-303-3732
BOON INVESTMENT GROUP, INC.
Austin, TX
AUM
—
Retirement
Team
1 advisors
Clients
—
Fees
A FIXED FEE OR PERCENTAGE OF ASSETS IN THE PLAN
512-339-4441
CLAIRALPHA ADVISORS LLC
Frisco, TX
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713 364 3839
GRAYCHASE WEALTH ADVISORY LLC
San Antonio, TX
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
210 421-3384
HIGGINBOTHAM RETIREMENT ADVISORS, INC.
Houston, TX
AUM
—
Retirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(713) 952-9990
INTERLINC FINANCIAL ADVISORS, INC.
Plano, TX
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
214-778-5645