VERDE WEALTH GROUP, LLC
Houston, TX
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
713-929-3250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
VESSEL FINANCIAL PLANNING LLC
Plano, TX
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
972-581-9010
AUM
—
Financial PlanningTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Fixed fees; SOLICITATION FEES FROM THIRD-PARTY MANAGER
281-444-2220
WESTCENTER ADVISORS LTD
Houston, TX
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-550-8778
WSA AFFILIATES, LLC
Dallas, TX
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Hourly charges; REFERRAL FEES
214-234-7695
FROST INVESTMENT SERVICES
San Antonio, TX
AUM
$3.67B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
111 advisors
Clients
More than 500
Fees
Percentage of AUM
210.220.5000
Full profileNo website
ALONGSIDE, LLC
Austin, TX
AUM
$878.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(512) 241-7341
Full profileNo website
AUM
$670.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
214-562-3390
Full profileNo website
AUM
$590.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
800-588-3893
Full profileNo website
RTW FINANCIAL ADVISORS INC
Dallas, TX
AUM
$581.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-960-1212
Full profileNo website
FIFTH FORCE MANAGEMENT
Dallas, TX
AUM
$406.9M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
972-571-4397
Full profileNo website
HOMAGE WEALTH GROUP LLC
Houston, TX
AUM
$366.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(713) 725-0696
Full profileNo website
CRESCENT ADVISOR GROUP, INC.
Plano, TX
AUM
$344.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
972-490-0150
Full profileNo website
ROCKWALL WEALTH MANAGEMENT
Rockwall, TX
AUM
$305.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-771-1472
Full profileNo website
ORCHID ADVISORY
Dallas, TX
AUM
$295.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
704-763-2776
Full profileNo website
AUM
$213.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
214-750-8985
Full profileNo website
AUM
$180.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-373-4781
Full profileNo website
AUM
$154.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
512-399-3541
Full profileNo website
AUM
$120.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-248-8129
Full profileNo website
FINAMEX ASSET MANAGEMENT, LLC
Houston, TX
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-589-7121
Full profileNo website
PANTELES ADVISORS
Argyle, TX
AUM
$108.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(940) 239-8042
Full profileNo website
THE HELIX FINANCIAL GROUP
Carrolltron, TX
AUM
$106.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
972-290-0940
Full profileNo website
BLUE WATERS ADVISORY GROUP, LLC
Austin, TX
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
512-533-9110
Full profileNo website
OLIMPIO NEU & ASSOCIATES, INC.
Frisco, TX
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-392-1344
Full profileNo website