AUM
$32.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4437751227
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
COMAL WEALTH MANAGEMENT
New Braunfels, TX
AUM
$32.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8305005100
FLOURISH FINANCIAL PLANNING
Grapevine, TX
AUM
$32.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
817-799-7699
CRESTVIEW WEALTH MANAGEMENT, LLC
Rockwall, TX
AUM
$32.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(469) 338-5333
TOTAL WEALTH PARTNERS
Houston, TX
AUM
$32.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(832) 423-3428
SENSUS WEALTH MANAGEMENT GROUP LLC
San Antonio, TX
AUM
$32.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
210-735-4000
OAKVIEW CAPITAL MANAGEMENT, L.P.
Dallas, TX
AUM
$32.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-999-1175
USA ASSET MANAGEMENT, LLC
Plano, TX
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
1-888-872-8898
CAPITAL ALLIANCE WEALTH MANAGEMENT
San Antonio, TX
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-460-6677
BDJ WEALTH MANAGEMENT LLC
Plano, TX
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
469-619-9525
TORO BRAVO INVESTMENT ADVISORS, LLC
Amarillo, TX
AUM
$31.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(806) 359-7766
PATTERSON PARTNERS LTD.
Hamilton, TX
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
441-296-3528
AA WEALTH STRATEGIES LLC
Austin, TX
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-474-1778
HENDERSON CAPITAL & WEALTH MANAGEMENT, LLC
Brownsville, TX
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
956-455-7601
FINANCIAL LIFESTYLE MANAGEMENT
Greenville, TX
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
903-455-1041
LEGACY FINANCIAL DESIGNS
The Woodlands, TX
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
832-510-0175
BEACON FINANCIAL PLANNERS, INC
Houston, TX
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
281-953-7442
VALENTINE INVESTMENTS, LLC
Dallas, TX
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
214-363-4865
STRADA WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
866-526-7098
WYKRENT, DAMON
Flower Mound, TX
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-208-2574
PRUDENT MONEY FINANCIAL SERVICES
Addison, TX
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-386-0384
NEST FINANCIAL LLC
Austin, TX
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-944-4882
OAKS WEALTH MANAGEMENT
Houston, TX
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
281-888-9085
FIRETHORN PARTNERS, LLC
Vancouver, Bc, TX
AUM
$30.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713.701.1812