TEXAS FINANCIAL ADVISORY
San Antonio, TX
AUM
$117.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(210) 530-1292
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
AUM
$117.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(808) 526-2644
INTEGRA WEALTH ADVISORS, LLC
Houston, TX
AUM
$117.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-966-6156
MOFFATT FINANCIAL STRATEGIES
Fort Worth, TX
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
682-747-0134
GREENSKEEPER ASSET MANAGEMENT INC.
Oakville, Ontario, TX
AUM
$116.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
905-827-1179
MODERN FINANCIAL PLANNING
Georgetown, TX
AUM
$116.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(510) 519-7009
HERNDON PLANT OAKLEY LTD
Corpus Christi, TX
AUM
$110.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
361-888-7611
MELLIG GROUP, LLC
The Woodlands, TX
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
281-206-8856
SIZEMORE CAPITAL MANAGEMENT, LLC
San Isidro, TX
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(214) 265-6597
GRACE CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$108.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
512-485-1800
DOUBLE EAGLE WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$108.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-814-4978
323 WEALTH MANAGEMENT, LLC
Flower Mound, TX
AUM
$108.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-810-1414
HAVEN FINANCIAL ADVISORS
Austin, TX
AUM
$108.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
512 791 4335
CARRINGTON ADVISORS, LLC
Dallas, TX
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
214-446-4706
KIPOS WEALTH
Denton, TX
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
214-799-0229
TURNER CAPITAL INVESTMENTS, LLC
Austin, TX
AUM
$107.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
855-678-8200
BIRNAM WOOD CAPITAL, LLC
Dallas, TX
AUM
$106.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
214.935.3707
FINANCIAL PLANNING SERVICES
The Woodlands, TX
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
281-363-1680
LARSON FINANCIAL ADVISORS
Cedar Park, TX
AUM
$105.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-910-2722
LEGACY CHIEF FINANCIAL OFFICE, LLC
Shenandoah, TX
AUM
$105.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
832-510-9099
CATALYST WEALTH MANAGEMENT LLC
Houston, TX
AUM
$105.0M
Wealth MgmtTrusts & Estates
Team
25 advisors
Clients
—
Fees
Percentage of AUM
832-657-7735
A SLING & A STONE, INCORPORATED
Burnet, TX
AUM
$104.6M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-553-5151
IDEOLOGY WEALTH ADVISORS, LLC
Dallas, TX
AUM
$104.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
469-275-8028
MURRAY SECURITIES, INC.
Tyler, TX
AUM
$104.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
903-561-5588