DALLAS FINANCIAL ADVISORS, LLC
Dallas, TX
AUM
$80.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
214-245-4572
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
PERENNIAL WEALTH ADVISORS, LLC
Canadian, TX
AUM
$80.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(806) 323-4046
CYPRESS WEALTH ADVISORS, LLC
Shavano Park, TX
AUM
$80.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
210-787-5410
CAPITAL MANAGEMENT ADVISORS LP
Houston, TX
AUM
$80.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
713-914-8176
HG TAILORED FINANCIAL SERVICES
Dallas, TX
AUM
$79.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
972-332-4868
JOHN LINE, CPA, INC.
Dallas, TX
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-287-4266
VINEYARD FAMILY WEALTH ADVISORS
Houston, TX
AUM
$78.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(832) 500-8985
EVIDENCE ADVISORS INVESTMENT MANAGEMENT
Boerne, TX
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-591-1170
LIBERTY PARK CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$77.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(504) 919-0090
OPEN RANGE FINANCIAL GROUP, LLC
Waco, TX
AUM
$77.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-706-3753
MRM FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
214-969-0400
FORWARD FINANCIAL LLC
Houston, TX
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-561-5516
WARDLAW WEALTH MANAGEMENT LLC
Waco, TX
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
254-776-5310
KPC FINANCIAL SOLUTIONS, LLC
Southlake, TX
AUM
$75.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
877-572-7526
PBL WEALTH MANAGEMENT
Austin, TX
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(512) 212-1099
WALTER J. REYNA, INC.
Mcallen, TX
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
956-682-4196
SABER AND SHIELD WEALTH MANAGEMENT, L.L.C
Garden Ridge, TX
AUM
$74.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
830-312-0496
ALIGN FINANCIAL ADVISORS, LLC
Mckinney, TX
AUM
$73.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-519-8750
J BEAVER INVESTMENT ADVISORS INC
El Paso, TX
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
915-995-0600
NEW HEIGHTS PLANNING
Houston, TX
AUM
$73.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
832-787-1912
KRAUS CAPITAL MANAGEMENT, LLC
San Antonio, TX
AUM
$72.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-224-1600
HORIZONS FINANCIAL PLANNING
Midland, TX
AUM
$72.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
432-559-3300
LORINTINE CAPITAL
Dallas, TX
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
214-800-5164
MESSINA WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
214-945-0072