UPSPRING CAPITAL LLC
Dallas, TX
AUM
$99.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(214) 720-0909
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
BOX FINANCIAL ADVISORS, LLC
Grapevine, TX
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(817) 865-1811
LIFEPLAN FINANCIAL SERVICES, LP
Kingwood, TX
AUM
$96.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-446-7667
HELIOS WEALTH ADVISORS, LLC
Pearland, TX
AUM
$95.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-893-0070
BRAINTRUST CAPITAL, LLC
San Antonio, TX
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-819-7425
TRADITIONS WEALTH ADVISORS, LLC.
College Station, TX
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
979-694-9100
SADDOCK WEALTH, LLC
Dallas, TX
AUM
$94.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-437-5201
ATX PORTFOLIO ADVISORS, LLC
Austin, TX
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-537-5955
ANALOG CAPITAL PARTNERS LLC
Houston, TX
AUM
$92.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(713) 929-2553
COMPASS FINANCIAL GROUP
San Antonio, TX
AUM
$91.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-783-0042
AFFINITY CAPITAL, L.P.
Houston, TX
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-238-6730
FRESHFIELD CAPITAL, LLC
Plano, TX
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
214-552-6372
JOHN-LUKE FINANCIAL, LLC
The Woodlands, TX
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
281-292-5900
BEARING FINANCIAL ADVISORS, LLC
Austin, TX
AUM
$89.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-241-1035
LEGACY GROUP
Tyler, TX
AUM
$89.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
903-534-4900
SPEIGHT ASSET MANAGEMENT, LLC
Houston, TX
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; IF APPLICABLE, FINANCIAL PLANNING FEE
281-469-7284
CPR FINANCIAL & INSURANCE SERVICES, INC.
Prosper, TX
AUM
$89.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
877-431-6997
CANDOR WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$87.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-420-4233
DAVIS FINANCIAL SERVICES
Dallas, TX
AUM
$86.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(972) 233-8300
LIFETIME CAPITAL PLANNING GROUP LLC
Flower Mound, TX
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-410-2047
SWEETWATER FINANCIAL ADVISORS, LLC
Sugar Land, TX
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
281-491-3333
FINANCIAL SECURITY SERVICES GROUP, INC.
Highland Village, TX
AUM
$83.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
817-251-1777
TORRES FINANCIAL SERVICES, INC.
San Antonio, TX
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
210-342-2700
FINANCIAL CORNERSTONES, LLC
The Woodlands, TX
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
832-400-2400