EPIPHANY WEALTH MANAGEMENT
Houston, TX
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
832 831-0590
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
WILLIAMS FINANCIAL PLANNING, INC.
Fort Worth, TX
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-381-9371
HOWLAND ADVISORY CORPORATION
Dallas, TX
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-363-4900
RIDGEBACK FINANCIAL LLC
Clear Lake Shores, TX
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(832) 257-0114
YOUR RICHEST LIFE
Plano, TX
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-708-7975
MERAKI ADVISORS LLC
Dallas, TX
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
214-206-5198
CONCERT FINANCIAL PLANNING, LLC
Houston, TX
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(713) 804-7772
HODOS WEALTH GROUP, LLC
The Woodlands, TX
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
832-691-6150
MCNALLY FINANCIAL SERVICES CORPORATION
San Antonio, TX
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-545-7080
BLUEPRINT 360 LLC
Houston, TX
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(832) 736-7402
BEYOND BALANCED FINANCIAL PLANNING, LLC
Midland, TX
AUM
$27.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
432-219-8050
TRIO ADVISORS LONGVIEW LLC
Longview, TX
AUM
$27.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
903-759-9858
MONEY HOLISTICS
Houston, TX
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
832-933-5959
BRIGHT VISION WEALTH
The Woodlands, TX
AUM
$26.7M
Financial PlanningTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
281-798-7551
RIDGEWOOD WEALTH MANAGEMENT LLC
Southlake, TX
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-301-5190
BARTON FINANCIAL GROUP LLC
Kyle, TX
AUM
$25.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
512-686-7589
AUM
$24.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
713-803-4326
OUTLIER FINANCIAL PARTNERS, LLC
San Angelo, TX
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
325-223-2800
AIM ADVISORY GROUP, LLC
Lubbock, TX
AUM
$24.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(806) 853-8004
HOYL WEALTH MANAGEMENT, LLC
Amarillo, TX
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(806) 371-9473
SPRINGWOOD FINANCIAL ADVISORS
Dallas, TX
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-386-5444
RELYON FINANCIAL ADVISORS, LLC
San Antonio, TX
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
682-626-6082
MCCLURE CAPITAL ADVISORS, INC.
Frisco, TX
AUM
$23.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
972-960-8700
JV GLOBAL CAPITAL, INC.
Houston, TX
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
832-528-0238