BENZER CAPITAL
Missouri City, TX
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
713-979-2300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
BRAZOS CAPITAL
Austin, TX
AUM
$102.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-827-0826
AUM
$102.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
214-215-2348
MAGNOLIA WEALTH
Spring, TX
AUM
$101.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
281-576-9531
KOINONIA FINANCIAL
The Woodlands, TX
AUM
$101.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
281-367-2525
MAXOUT SAVINGS ADVISORS LLC
Houston, TX
AUM
$101.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-627-0400
ENDURANCE FINANCIAL PLANNING, LLC
Mcallen, TX
AUM
$101.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(956) 630 - 7231
CMH WEALTH MANAGEMENT
Dallas, TX
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(214) 692-5878
HOLBROOK MANAGEMENT, LLC
Dallas, TX
AUM
$100.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
972-914-3532
EAGLE FINANCIAL ADVISORS, LLC
Frisco, TX
AUM
$100.0M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
800-994-1317
UPSPRING CAPITAL LLC
Dallas, TX
AUM
$99.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(214) 720-0909
ORMONDE INVESTMENT MANAGEMENT, LLC
Aylsham, TX
AUM
$97.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Fixed fees
+44 204 524 3210
PICCOLO INVESTMENT CONSULTING, LLC
Denton, TX
AUM
$97.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
940-215-0101
BOX FINANCIAL ADVISORS, LLC
Grapevine, TX
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(817) 865-1811
LIFEPLAN FINANCIAL SERVICES, LP
Kingwood, TX
AUM
$96.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-446-7667
HEIGHTS INVESTMENT PARTNERS, LLC
Houston, TX
AUM
$95.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(713) 354-4911
BURKE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$95.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
713-933-5402
HELIOS WEALTH ADVISORS, LLC
Pearland, TX
AUM
$95.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-893-0070
BRAINTRUST CAPITAL, LLC
San Antonio, TX
AUM
$95.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-819-7425
TRADITIONS WEALTH ADVISORS, LLC.
College Station, TX
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
979-694-9100
SUNSAGE CAPITAL MANAGEMENT
Grapevine, TX
AUM
$94.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(214) 989-7710
SADDOCK WEALTH, LLC
Dallas, TX
AUM
$94.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-437-5201
ATX PORTFOLIO ADVISORS, LLC
Austin, TX
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-537-5955
ANALOG CAPITAL PARTNERS LLC
Houston, TX
AUM
$92.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(713) 929-2553