MOMENTUM PRIVATE WEALTH MANAGEMENT
Cedar Park, TX
AUM
$71.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
512-416-8085
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
CHISHOLM WEALTH MANAGEMENT
Burleson, TX
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-678-2821
LAGRANDE GLOBAL LLC
Dallas, TX
AUM
$69.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(214) 444-7995
EVERLONG FINANCIAL
Austin, TX
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(512) 524-3832
PIERCE WEALTH PARTNERS, INC.
Fort Worth, TX
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING SERVICES - BASIS POINT OF NET WORTH
817-732-2442
SIGNATURE FINANCIAL ADVISORS
Houston, TX
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-552-7000
ALPHA CAPITAL LLC
Lubbock, TX
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
806-300-0401
PLAN AHEAD FINANCIAL MANAGEMENT, INC.
Abilene, TX
AUM
$66.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
325-672-7212
THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC
Marble Falls, TX
AUM
$66.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
830-798-9400
TEXAS ASSET MANAGEMENT
Lakeway, TX
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-261-8800
ARGUS WEALTH MANAGEMENT
Austin, TX
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
512-637-8875
SAMMONS WEALTH
Dallas, TX
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(972 440-1194
HOLLAND INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-698-9800
MCKEEL CAPITAL MANAGEMENT
Flower Mound, TX
AUM
$63.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-745-9080
SHADE TREE PARTNERS LLC
Dallas, TX
AUM
$63.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
2146208201
RINCON WEALTH MANAGEMENT
Lakeway, TX
AUM
$62.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
805-455-3043
DERAMUS WEALTH MANAGEMENT, LLC
Plano, TX
AUM
$61.8M
Financial PlanningTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 235-9090
BISONWOOD FINANCIAL MANAGEMENT
Tyler, TX
AUM
$61.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
903-593-2396
LLOYDS INTREPID WEALTH MANAGEMENT
The Woodlands, TX
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
281-886-3039
HAMILTON FINANCIAL PLANNING LLC
Lakeway, TX
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-261-0808
BAYNES INVESTMENT COUNSEL LLC
Fort Worth, TX
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
214-471-0376
RJG FINANCIAL
Dallas, TX
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-267-5040
CHADWICK FINANCIAL
Colleyville, TX
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(817) 553-2480
THE VIABLE GROUP, INC.
San Antonio, TX
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
210-824-1750