BARTON FINANCIAL GROUP LLC
Kyle, TX
AUM
$25.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-686-7589
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
OUTLIER FINANCIAL PARTNERS, LLC
San Angelo, TX
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
325-223-2800
AIM ADVISORY GROUP, LLC
Lubbock, TX
AUM
$24.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(806) 853-8004
HOYL WEALTH MANAGEMENT, LLC
Amarillo, TX
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(806) 371-9473
SPRINGWOOD FINANCIAL ADVISORS
Dallas, TX
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-386-5444
RELYON FINANCIAL ADVISORS, LLC
San Antonio, TX
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
682-626-6082
JV GLOBAL CAPITAL, INC.
Houston, TX
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
832-528-0238
SIMONET FINANCIAL GROUP, LLC
Kyle, TX
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
512-296-8962
FONDREN OAKS CAPITAL MANAGEMENT
Dallas, TX
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 484-3073
CALLAWAY FINANCIAL SERVICES
Arlington, TX
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-274-4877
SAN GABRIEL CAPITAL
Cedar Park, TX
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
5125202826
YIELD FINANCIAL ADVISORS
Mckinney, TX
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-937-9905
ORCHARD FINANCIAL
Austin, TX
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-655-3444
ARTHAM ADVISORS
Dallas, TX
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-471-5051
R1 FINANCIAL GROUP
Dallas, TX
AUM
$21.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-628-9100
STONE HILL WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$21.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(469) 608-1457
BROWN FINANCIAL GROUP
Del Rio, TX
AUM
$21.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
830-775-2911
SHOREBREAK CAPITAL, LLC
Austin, TX
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
5122031905
GUZMAN WEALTH MANAGEMENT
Austin, TX
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
512-640-5475
MACRO WEALTH ADVISORS, INC.
Mckinney, TX
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-387-4647
KNODE WEALTH MANAGEMENT LLC
Plano, TX
AUM
$20.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-489-3733
KODA WEALTH MANAGEMENT
Abilene, TX
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
325-695-9999
JONES CAPITAL ADVISORS, LLC
Murphy, TX
AUM
$20.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-587-9774
FORTH CAPITAL (USA), LLC
Houston, TX
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(346) 245-8824