ROSS WEALTH GROUP, LLC
Arlington, TX
AUM
$19.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
817-795-7877
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX
1,155 advisers found
WHITESTONE WEALTH ADVISORS, LLC
Rowlett, TX
AUM
$18.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
972-475-2461
KMC WEALTH MANAGEMENT, LLC
San Antonio, TX
AUM
$18.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
210-834-5327
FAYKUS FINANCIAL, LLC
Austin, TX
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(512) 522-1826
CAPLO ADVISORY LLC
Houston, TX
AUM
$18.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
832-250-5988
FIVE KEYS PRIVATE ADVISORS LLC
Dallas, TX
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
214-559-9695
OLSON WEALTH MANAGEMENT
New Braunfels, TX
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(210) 860-7338
CRAWFORD ADVISORY GROUP, LLC
Austin, TX
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
512-218-9202
FS FINANCIAL ADVISORS, LLC
Dallas, TX
AUM
$17.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 763-5167
GOLDEN SPREAD WEALTH, LLC
Canadian, TX
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
806-323-4500
SENDERA WEALTH ADVISORS
Richardson, TX
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-332-1644
ORION WEALTH MANAGEMENT LLC
Richardson, TX
AUM
$16.5M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
972-891-8609
TRELLISENT INVESTMENTS
San Antonio, TX
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
210-957-1235
THE SUMMIT GROUP
San Antonio, TX
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
210-293-0293
HUNTER VALUE CAPITAL LLC
Dallas, TX
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
347-352-6590
BARAC CAPITAL MANAGEMENT, LLC
Austin, TX
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
512-981-8080
CANDOR ASSET ADVISORS, LLC
Austin, TX
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
512-522-8501
LIFETIME FINANCIAL PLANNERS LLC
San Antonio, TX
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(512) 400-9211
PORTER INVESTMENTS
Houston, TX
AUM
$15.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
713-461-5303
AUM
$15.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
61-7-5563-8340
TUGGLE & RUSSELL, L.L.C.
Richardson, TX
AUM
$14.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
972-788-4703
INCREASE CONSULTANTS LLC
Missouri City, TX
AUM
$14.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
281-778-8161
TIERCEL CAPITAL TEXAS LLC
Houston, TX
AUM
$14.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-478-3702
OPTIMAL WEALTH ADVISORS, LLC
Dallas, TX
AUM
$13.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
972-999-1042