DORNICK WEALTH MANAGEMENT
Dallas, TX
AUM
$61.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
214-945-2126
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
LLOYDS INTREPID WEALTH MANAGEMENT
The Woodlands, TX
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
281-886-3039
HAMILTON FINANCIAL PLANNING LLC
Lakeway, TX
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-261-0808
BAYNES INVESTMENT COUNSEL LLC
Fort Worth, TX
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
214-471-0376
RJG FINANCIAL
Dallas, TX
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-267-5040
CHADWICK FINANCIAL
Colleyville, TX
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(817) 553-2480
THE VIABLE GROUP, INC.
San Antonio, TX
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
210-824-1750
GESSNER WEALTH STRATEGIES LLC
Houston, TX
AUM
$59.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-589-6448
GAGNI WEALTH MANAGEMENT LLC
San Antonio, TX
AUM
$59.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
361-563-9217
TOWN LAKE CAPITAL MANAGEMENT
Lakeway, TX
AUM
$59.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
512-772-2718
GUIDING WEALTH MANAGEMENT, LLC
Richardson, TX
AUM
$59.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-810-3835
TIP GROUP LLC
Houston, TX
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-969-4500
CAVINESS WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-499-8273
NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.
Fort Worth, TX
AUM
$59.0M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-238-6300
FINCH CAPITAL MANAGEMENT LLC
Austin, TX
AUM
$58.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
737-301-2121
GROWTH HORIZONS WEALTH MANAGEMENT LLC
Georgetown, TX
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-316-7207
PHILLIPS RAY CAPITAL MANAGEMENT, INC.
Fort Worth, TX
AUM
$57.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-338-4223
NAUTICAL STAR FINANCIAL GROUP LLC
Las Colinas, TX
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 385-1804
EVIDENCE WEALTH, LLC
Bryan, TX
AUM
$56.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(979) 690-9406
EDK ADVISORY
Frisco, TX
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(972) 731-4348
SUCRE'-VAIL WEALTH ADVISORS
Houston, TX
AUM
$55.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281 286-9991
MUELLER WEALTH ADVISORS
Austin, TX
AUM
$55.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
512-518-5000
MANAGED FINANCIAL SERVICES CORP INC
Houston, TX
AUM
$55.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
281-880-7200
OLYMPUS CAPITAL, LLC
Richardson, TX
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(214) 999-1140