PRP
Houston, TX
AUM
$39.8M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
713-881-9333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
DAVIS & WEHRLE, LLC
Round Rock, TX
AUM
$39.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-346-1131
SOUTHWESTERN ADVISORY GROUP LLC
Stephenville, TX
AUM
$39.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(254) 968-6428
ACCESS FINANCIAL GROUP, LLC
Mount Vernon, TX
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
903-609-3313
SYMPHONY RETIREMENT PARTNERS LLC
Round Rock, TX
AUM
$39.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
512-337-8060
AUSTIN 180 ADVISORY GROUP LLC
Austin, TX
AUM
$38.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
512-767-5812
HAMILTON GRAY WEALTH MANAGEMENT LLC
Houston, TX
AUM
$38.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
305-600-1161
ASPEN CREEK WEALTH MANAGEMENT, LLC
Southlake, TX
AUM
$38.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
817-400-9905
BFG WEALTH MANAGEMENT LLC
Dallas, TX
AUM
$38.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
469-995-8970
ASSURANCE WEALTH MANAGEMENT
The Woodlands, TX
AUM
$37.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(281) 440-4200
ALLEN WEALTH ADVISORS
Colleyville, TX
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
817-500-0014
KRISHNA WEALTH PLANNING
Mckinney, TX
AUM
$37.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-901-7526
MUCH WEALTH MANAGEMENT, INC.
Southlake, TX
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(866) 677-1600
11 FINANCIAL
Lufkin, TX
AUM
$36.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(936) 899-5629
THE ASPEN EQUITY GROUP
Waco, TX
AUM
$36.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
970-925-1499
MATT MONTGOMERY
Jacksonville, TX
AUM
$36.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
903-586-3494
ROCKWALL WEALTH ADVISORS
Rockwall, TX
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-923-5237
KOMONS FINANCIAL LLC
Carrollton, TX
AUM
$35.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-506-7683
DEWITT AND DUNN FINANCIAL SERVICES, LLC
Addison, TX
AUM
$35.6M
Trusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-473-4700
BOLGIANO CAPITAL MANAGEMENT
Midlothian, TX
AUM
$34.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-723-5200
MARC C HELFRICH REGISTERED INVESTMENT ADVISOR
Van Alstyne, TX
AUM
$33.5M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-767-8370
ARCON WEALTH MANAGEMENT
Southlake, TX
AUM
$33.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-224-2224
INTEGRITY FINANCIAL GROUP
Fort Worth, TX
AUM
$33.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
817-484-4814
FUNDAMENTAL ADVISORS, INC.
Houston, TX
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
713.834.1111