GRATUS WEALTH STRATEGIES LLC
Austin, TX
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
6199648558
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
GILLILAND INVESTMENT MANAGEMENT, INC.
Canyon, TX
AUM
$49.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
806-655-5909
RETIREMENT RESOURCES WEALTH MANAGEMENT, LP
El Paso, TX
AUM
$49.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(915) 225-6772
ARETE ADVISORS
Houston, TX
AUM
$48.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
832-910-8437
SOUTHWESTERN MONEY MANAGEMENT LLC
San Antonio, TX
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
210-344-3400
MARK MUECKE CAPITAL MANAGEMENT, LLC
San Antonio, TX
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
210-660-4211
OSGOOD CAPITAL MANAGEMENT, INC.
Spring, TX
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-350-6700
WORTHEN FINANCIAL ADVISORS
Friendswood, TX
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-895-1188
CORTEZ WEALTH MANAGEMENT
El Paso, TX
AUM
$47.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
915-777-3112
FBS SECURITIES
Mckinney, TX
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(214) 307-4320
COMPOSEDPRO, INC.
San Antonio, TX
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
2109104432
TRUVIZE FINANCIAL PLANNING
El Paso, TX
AUM
$43.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
915-502-0096
AUM
$43.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
214-714-5520
BLUECHIP FINANCIAL PLANNING, INC.
Richardson, TX
AUM
$42.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-669-4102
TRS ADVISORS, LLC
Fort Worth, TX
AUM
$42.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-569-7600
GUERRA INVESTMENT ADVISORS
El Paso, TX
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
915-760-5551
ACI WEALTH ADVISORS
Dallas, TX
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-407-4472
INTENTIONAL LIVING FP
New Braunfelss, TX
AUM
$40.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
830-624-5311
HERRINGTON WEALTH MANAGEMENT CORPORATION
Frisco, TX
AUM
$40.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-509-8724
STRATEGIC INVESTMENT MANAGEMENT
Austin, TX
AUM
$40.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
512-341-9898
RMH CAPITAL ADVISORS, LLC
Houston, TX
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-784-1515
DAVIS & WEHRLE, LLC
Round Rock, TX
AUM
$39.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-346-1131
ACCESS FINANCIAL GROUP, LLC
Mount Vernon, TX
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
903-609-3313
SYMPHONY RETIREMENT PARTNERS LLC
Round Rock, TX
AUM
$39.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-337-8060