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Filter by name, location, or specialty. All data from public SEC filings.

Showing Financial Planning advisors in TX

935 advisers found

K&S WEALTH ADVISORS, LLC

Lubbock, TX

AUM

$76.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

806-793-2527

Full profileNo website

REDFISH CAPITAL

Cypress, TX

AUM

$75.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

281-256-3100

Full profileNo website

CLEARPOINT WEALTH MANAGEMENT

Colleyville, TX

AUM

$68.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(817)500-0014

Full profileNo website

HOUSTON WEALTH ADVISERS, LLC.

Houston, TX

AUM

$57.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT

281-440-9700

Full profileNo website

ONE XVI WEALTH

Southlake, TX

AUM

$52.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

817-753-0018

Full profileNo website

LEGACY WEALTH ADVISORS, INC.

Waxahachie, TX

AUM

$49.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

972-268-9385

Full profileNo website

CADOGAN PARK

Vancouver, B.c., TX

AUM

$47.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

6043733388

Full profileNo website

JAMES G. MCCLELLAN CPA

Sugar Land, TX

AUM

$34.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 employees

Clients

1-10

Fees

Percentage of AUM; Hourly charges

281-240-0330

Full profileNo website

CHAMBERS FINANCIAL CONSULTING

Sonora, TX

AUM

$32.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

325-413-1313

Full profileNo website

NEXADVISORS, LLC

Dallas, TX

AUM

$26.1M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

214-550-8350

Full profileNo website

RHM CAPITAL MANAGEMENT, INC.

Fort Worth, TX

AUM

$25.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

817-809-7650

Full profileNo website

AMERICAN MARKET ADVISORS, INC.

Shavano Park, TX

AUM

$25.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

210-696-9400

Full profileNo website

FINANCIAL ADVANTAGE

Lewisville, TX

AUM

$22.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

214-336-8038

Full profileNo website

CURRAN FINANCIAL PARTNERS, LLC

Dripping Springs, TX

AUM

$20.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

512-858-0805

Full profileNo website

STILLFOREST WEALTH MANAGEMENT

Houston, TX

AUM

$20.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(281) 339-8689

Full profileNo website
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