GESSNER WEALTH STRATEGIES LLC
Houston, TX
AUM
$59.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-589-6448
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
GUIDING WEALTH MANAGEMENT, LLC
Richardson, TX
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-810-3835
TIP GROUP LLC
Houston, TX
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-969-4500
CAVINESS WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-499-8273
NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.
Fort Worth, TX
AUM
$59.0M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-238-6300
GROWTH HORIZONS WEALTH MANAGEMENT LLC
Georgetown, TX
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-316-7207
NAUTICAL STAR FINANCIAL GROUP LLC
Las Colinas, TX
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 385-1804
EVIDENCE WEALTH, LLC
Bryan, TX
AUM
$56.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(979) 690-9406
EDK ADVISORY
Frisco, TX
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(972) 731-4348
SUCRE'-VAIL WEALTH ADVISORS
Houston, TX
AUM
$55.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281 286-9991
MUELLER WEALTH ADVISORS
Austin, TX
AUM
$55.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
512-518-5000
OLYMPUS CAPITAL, LLC
Richardson, TX
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(214) 999-1140
ALTERE FINANCIAL, LLC
Houston, TX
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-899-6589
HARVESTER WEALTH, LLC
Dallas, TX
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 210-5860
PERFORMANCE INVESTMENT GROUP
Houston, TX
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
281-616-8061
INTEGRITY PRIVATE WEALTH ADVISORS, LLC
Dallas, TX
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
214-729-1460
PRESIDIO FINANCIAL, LLC
Houston, TX
AUM
$54.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
281-789-8709
CF FINANCIAL
Fort Worth, TX
AUM
$53.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
817-435-8710
WEALTH SOLUTIONS, INC.
The Woodlands, TX
AUM
$53.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(512) 600-9880
SOLSTICE WEALTH
Austin, TX
AUM
$53.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
512-294-4385
NEWMYER WEALTH MANAGEMENT
Houston, TX
AUM
$51.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
2812142700
DEAN WEALTH MANAGEMENT, LLC
Lindale, TX
AUM
$51.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
903-526-6669
FORTRESS ESTATE SOLUTIONS, PLLC
Frisco, TX
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-325-1700
KAPELA
San Antonio, TX
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-504-4563