J.E. SIMMONS & CO., P.C.
Dallas, TX
AUM
$213.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-404-1040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
SILVER LAKE CAPITAL PARTNERS
Dallas, TX
AUM
$211.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
972-701-2040
CENTRIC ADVISORS, LLC
Cypress, TX
AUM
$211.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-215-5888
HALBERT WEALTH MANAGEMENT, INC
Austin, TX
AUM
$211.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
512-263-3800
PARKSTONE WEALTH MANAGEMENT, LLC
Arlington, TX
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-962-0068
SUCCESSION FINANCIAL, INC
Mckinney, TX
AUM
$210.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
214-334-6261
LUMMIS ASSET MANAGEMENT, L.P.
Fort Worth, TX
AUM
$210.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
817-348-0577
STRATEGIC WEALTH PLANNING
Richardson, TX
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-727-6000
CAPSTAR FINANCIAL SERVICES LLC
Austin, TX
AUM
$207.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(512) 215-9030
SMITH & WYATT
College Station, TX
AUM
$207.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
979-431-5440
LAKE HILLS WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$206.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(512) 580-4740
COOKSEN WEALTH, LLC
The Woodlands, TX
AUM
$206.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(832) 592-2554
ROBINSON VALUE MANAGEMENT, LTD.
San Antonio, TX
AUM
$202.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-490-2545
PLANNING WORKS ADVISORY, INC.
Austin, TX
AUM
$199.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-498-7526
MILLER GLOBAL INVESTMENTS, L.L.C.
Dallas, TX
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
214-272-8504
RYDAR EQUITIES, INC.
Weatherford, TX
AUM
$197.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
432-634-8673
AVANT FINANCIAL ADVISORS
Austin, TX
AUM
$196.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-910-2467
J.K. FINANCIAL, INC.
Dallas, TX
AUM
$195.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
214-706-4300
AUM
$193.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-415-6726
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-394-6596
FULCRUM WEALTH MANAGEMENT
Plano, TX
AUM
$192.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-304-6942
HAMPTON ROCK WEALTH MANAGEMENT
Austin, TX
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-256-9272
HIGH PLAINS INVESTMENT ADVISORS, INC.
Lubbock, TX
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
806-793-7934
FORTHRIGHT FAMILY WEALTH ADVISORY LLC
Houston, TX
AUM
$191.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-510-3510