CHISHOLM WEALTH MANAGEMENT
Burleson, TX
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-678-2821
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
GREEN INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$70.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
817-335-1178
COURSE 26, LLC
Fort Worth, TX
AUM
$70.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
817-752-4768
EVERLONG FINANCIAL
Austin, TX
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(512) 524-3832
PIERCE WEALTH PARTNERS, INC.
Fort Worth, TX
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING SERVICES - BASIS POINT OF NET WORTH
817-732-2442
SIGNATURE FINANCIAL ADVISORS
Houston, TX
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
713-552-7000
TRI-STAR ADVISORS, INC.
Houston, TX
AUM
$67.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-735-9200
ALPHA CAPITAL LLC
Lubbock, TX
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
806-300-0401
MISSION RETIREMENT
Tomball, TX
AUM
$67.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(832) 559-8777
PLAN AHEAD FINANCIAL MANAGEMENT, INC.
Abilene, TX
AUM
$66.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
325-672-7212
THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC
Marble Falls, TX
AUM
$66.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
830-798-9400
PORTIA CAPITAL MANAGEMENT
Fort Worth, TX
AUM
$65.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
619-481-0379
EMPIRIC ADVISORS, INC.
Austin, TX
AUM
$64.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
512-328-9321
TEXAS ASSET MANAGEMENT
Lakeway, TX
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-261-8800
ARGUS WEALTH MANAGEMENT
Austin, TX
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
512-637-8875
SAMMONS WEALTH
Dallas, TX
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(972 440-1194
HOLLAND INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-698-9800
PRO CAPITAL LLC
Southlake, TX
AUM
$64.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-912-1223
MCKEEL CAPITAL MANAGEMENT
Flower Mound, TX
AUM
$63.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-745-9080
SHADE TREE PARTNERS LLC
Dallas, TX
AUM
$63.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
2146208201
KENAI INVESTMENTS, INC.
Amarillo, TX
AUM
$62.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
806-359-3100
RINCON WEALTH MANAGEMENT
Lakeway, TX
AUM
$62.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
805-455-3043
DERAMUS WEALTH MANAGEMENT, LLC
Plano, TX
AUM
$61.8M
Financial PlanningTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(972) 235-9090
BISONWOOD FINANCIAL MANAGEMENT
Tyler, TX
AUM
$61.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
903-593-2396