SIMONET FINANCIAL GROUP, LLC
Kyle, TX
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
512-296-8962
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
FONDREN OAKS CAPITAL MANAGEMENT
Dallas, TX
AUM
$22.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 484-3073
CALLAWAY FINANCIAL SERVICES
Arlington, TX
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-274-4877
SAN GABRIEL CAPITAL
Cedar Park, TX
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
5125202826
YIELD FINANCIAL ADVISORS
Mckinney, TX
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-937-9905
ORCHARD FINANCIAL
Austin, TX
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
512-655-3444
ARTHAM ADVISORS
Dallas, TX
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-471-5051
R1 FINANCIAL GROUP
Dallas, TX
AUM
$21.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
214-628-9100
STONE HILL WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$21.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(469) 608-1457
BROWN FINANCIAL GROUP
Del Rio, TX
AUM
$21.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
830-775-2911
INVESTMENTS PLUS LLC
Waco, TX
AUM
$21.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
254-715-7990
POST OAK INVESTMENT MANAGEMENT, INC
Houston, TX
AUM
$21.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-960-6640
SHOREBREAK CAPITAL, LLC
Austin, TX
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
5122031905
GUZMAN WEALTH MANAGEMENT
Austin, TX
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
512-640-5475
MACRO WEALTH ADVISORS, INC.
Mckinney, TX
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-387-4647
KNODE WEALTH MANAGEMENT LLC
Plano, TX
AUM
$20.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-489-3733
KODA WEALTH MANAGEMENT
Abilene, TX
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
325-695-9999
JONES CAPITAL ADVISORS, LLC
Murphy, TX
AUM
$20.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
214-587-9774
VAULKSHIRE INVESTMENT ADVISORS
San Antonio, TX
AUM
$20.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-273-8011
SABANA CAPITAL MANAGEMENT, LLC
Dallas, TX
AUM
$19.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-238-3660
FORTH CAPITAL (USA), LLC
Houston, TX
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(346) 245-8824
THE BROUGHTON INVESTMENT GROUP, INC.
Houston, TX
AUM
$19.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(713) 337-4500
SLATON CAPITAL ADVISORS
Bartonville, TX
AUM
$19.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2145569076
MARNOA PRIVATE WEALTH COUNSEL LTD.
Waterloo,Ontario, TX
AUM
$19.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
519-707-0048