COMPASS FINANCIAL GROUP
San Antonio, TX
AUM
$91.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
210-783-0042
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
BROWN AND BROWN FINANCIAL SERVICES, INC.
Dallas, TX
AUM
$91.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Commissions +1 more
214-696-1768
AFFINITY CAPITAL, L.P.
Houston, TX
AUM
$90.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-238-6730
FRESHFIELD CAPITAL, LLC
Plano, TX
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
214-552-6372
JOHN-LUKE FINANCIAL, LLC
The Woodlands, TX
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
281-292-5900
BEARING FINANCIAL ADVISORS, LLC
Austin, TX
AUM
$89.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-241-1035
LEGACY GROUP
Tyler, TX
AUM
$89.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
903-534-4900
SPEIGHT ASSET MANAGEMENT, LLC
Houston, TX
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; IF APPLICABLE, FINANCIAL PLANNING FEE
281-469-7284
CPR FINANCIAL & INSURANCE SERVICES, INC.
Prosper, TX
AUM
$89.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
877-431-6997
CANDOR WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$87.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-420-4233
DAVIS FINANCIAL SERVICES
Dallas, TX
AUM
$86.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(972) 233-8300
LIFETIME CAPITAL PLANNING GROUP LLC
Flower Mound, TX
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-410-2047
SWEETWATER FINANCIAL ADVISORS, LLC
Sugar Land, TX
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
281-491-3333
TRINSIC CAPITAL, LLC
Fort Worth, TX
AUM
$84.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
817-529-6100
OLIVE WEALTH MANAGEMENT
Houston, TX
AUM
$83.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
8323040712
FINANCIAL SECURITY SERVICES GROUP, INC.
Highland Village, TX
AUM
$83.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
817-251-1777
7TH HARVEST INVESTMENTS
Dallas, TX
AUM
$83.3M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
972-231-1525
TORRES FINANCIAL SERVICES, INC.
San Antonio, TX
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
210-342-2700
FINANCIAL CORNERSTONES, LLC
The Woodlands, TX
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
832-400-2400
DALLAS FINANCIAL ADVISORS, LLC
Dallas, TX
AUM
$80.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
214-245-4572
PERENNIAL WEALTH ADVISORS, LLC
Canadian, TX
AUM
$80.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(806) 323-4046
CYPRESS WEALTH ADVISORS, LLC
Shavano Park, TX
AUM
$80.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
210-787-5410
CAPITAL MANAGEMENT ADVISORS LP
Houston, TX
AUM
$80.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
713-914-8176
S SQUARED ADVISORS LLC
Austin, TX
AUM
$79.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512.297.1824