FINANCIAL LIFESTYLE MANAGEMENT
Greenville, TX
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
903-455-1041
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
LEGACY FINANCIAL DESIGNS
The Woodlands, TX
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
832-510-0175
BEACON FINANCIAL PLANNERS, INC
Houston, TX
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
281-953-7442
VALENTINE INVESTMENTS, LLC
Dallas, TX
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
214-363-4865
STRADA WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
866-526-7098
WYKRENT, DAMON
Flower Mound, TX
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-208-2574
PRUDENT MONEY FINANCIAL SERVICES
Addison, TX
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-386-0384
NEST FINANCIAL LLC
Austin, TX
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-944-4882
OAKS WEALTH MANAGEMENT
Houston, TX
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
281-888-9085
EPIPHANY WEALTH MANAGEMENT
Houston, TX
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
832 831-0590
WILLIAMS FINANCIAL PLANNING, INC.
Fort Worth, TX
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-381-9371
HOWLAND ADVISORY CORPORATION
Dallas, TX
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-363-4900
RIDGEBACK FINANCIAL LLC
Clear Lake Shores, TX
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(832) 257-0114
YOUR RICHEST LIFE
Plano, TX
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-708-7975
MERAKI ADVISORS LLC
Dallas, TX
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-206-5198
CONCERT FINANCIAL PLANNING, LLC
Houston, TX
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(713) 804-7772
HODOS WEALTH GROUP, LLC
The Woodlands, TX
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
832-691-6150
MCNALLY FINANCIAL SERVICES CORPORATION
San Antonio, TX
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-545-7080
BLUEPRINT 360 LLC
Houston, TX
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(832) 736-7402
BEYOND BALANCED FINANCIAL PLANNING, LLC
Midland, TX
AUM
$27.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
432-219-8050
TRIO ADVISORS LONGVIEW LLC
Longview, TX
AUM
$27.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
903-759-9858
MONEY HOLISTICS
Houston, TX
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
832-933-5959
BRIGHT VISION WEALTH
The Woodlands, TX
AUM
$26.7M
Financial PlanningTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
281-798-7551
RIDGEWOOD WEALTH MANAGEMENT LLC
Southlake, TX
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-301-5190