COVE WEALTH MANAGEMENT
Houston, TX
AUM
$190.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-821-3243
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
RETIREMENT ADVISORS, LLC
Dallas, TX
AUM
$186.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-371-0545
RETIREMENT FINANCIAL GROUP, LLC
Beaumont, TX
AUM
$185.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
409-908-4160
DIAMOND CLIENT GROUP, LLC
The Woodlands, TX
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-319-1555
DELOS CAPITAL ADVISORS
Dallas, TX
AUM
$185.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
972-810-1610
STRATEGIC ADVISORY SERVICES, L.L.C.
Houston, TX
AUM
$184.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)
713-977-3800
BRINDLE & BAY FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$184.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
214-988-9178
BRAZOS WEALTH ADVISORS LLC
Fort Worth, TX
AUM
$183.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
682-350-1055
WHITE WING WEALTH MANAGEMENT, LLC
The Woodlands, TX
AUM
$182.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
832-764-5305
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
Frisco, TX
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8663611600
MARTIN CAPITAL ADVISORS, LLP
San Antonio, TX
AUM
$181.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
210-694-2100
AUM
$181.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
972-972-8565
TDC CAPITAL ADVISORS, INC.
College Station, TX
AUM
$177.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
979-260-9696
FARRIS CAPITAL MANAGEMENT INC.
Carrollton, TX
AUM
$177.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-525-2141
BANNERMAN WEALTH
Lewisville, TX
AUM
$176.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 919-4448
QUANTOR CAPITAL LLC
Houston, TX
AUM
$176.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
281-565-0355
HILL COUNTRY GROUP
Boerne, TX
AUM
$175.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
830-815-2000
WPA FAMILY OFFICE, LLC
Dallas, TX
AUM
$175.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(214) 945-0888
TNT ASSET MANAGEMENT, LLC
Round Rock, TX
AUM
$174.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-255-1600
VIAQUEST ADVISORS LLC
Houston, TX
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
281-335-7609
MAQRO ADVISORS LLC
Austin, TX
AUM
$174.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(512) 673-8292
ATX FINANCIAL PLANNING, LLC
Austin, TX
AUM
$174.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
512-693-4040
PROVIDENT FINANCIAL PLANNING, LLC
Addison, TX
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
888-752-6234