PECUSAVVY FINANCIAL
El Paso, TX
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(915) 944-1850
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
KWS ADVISORY GROUP, LLC
Edinburg, TX
AUM
$9.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
956-393-7516
OFF-TRAIL WORKS LLC
Austin, TX
AUM
$9.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
4145311305
MOORING BAY CAPITAL MANAGEMENT
Dallas, TX
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-812-9131
FRUIT OF THE VINE FINANCIAL, LLC
New Braunfels, TX
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(830)282-0654
LEWIS WEIL CO.
Austin, TX
AUM
$8.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
512-577-2177
AUM
$7.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
972-422-9145
OVERLOOK PARK WEALTH, LLC
Humble, TX
AUM
$7.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
281-701-0636
SOPHRONIA WEALTH ADVISORS
El Paso, TX
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-695-8533
DHL WEALTH MANAGEMENT LLC
Richardson, TX
AUM
$7.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1800-402-8862
PRAESTANTIA CAPITAL, LLC
San Antonio, TX
AUM
$7.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
210-852-7206
NOBLE ADVISORS, LLC
Dallas, TX
AUM
$6.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
214-613-6087
HOUSTON WEALTH MANAGEMENT
Houston, TX
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-372-8410
CLARIFIED WEALTH ADVISORY
Austin, TX
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 200-4147
JW HALL FINANCIAL LLC
San Antonio, TX
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
3374465950
BLUEPRINT RETIREMENT ADVISORS LLC
Palestine, TX
AUM
$6.4M
Financial PlanningRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLANNING
682-324-2583
CARVALHO INVESTMENT GROUP, LLC
Austin, TX
AUM
$6.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
806-283-4862
MARSHALL WEALTH MANAGEMENT, LLC
Sugar Land, TX
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
832-440-7293
HOLT WEALTH MANAGEMENT LLC
Borger, TX
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
806-391-9331
FREEDOM DAY WEALTH MANAGEMENT LLC
Cedar Park, TX
AUM
$5.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
512-785-9238
FARNEY PRIVATE WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$5.7M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
512-771-7452
GRAY FINANCIAL PLANNING LLC
Mckinney, TX
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-422-6082
PARKHURST CONSULTING CPA PC
Cedar Park, TX
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-582-7500
BAUCOM WEALTH MANAGEMENT LLC
Victoria, TX
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(361) 579-2024