CYPRESS POINT WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-736-8887
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
49 FINANCIAL
Austin, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
214-563-1190
HOWARD FINANCIAL SERVICES, LTD.
Dallas, TX
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-346-0785
PENN DAVIS MCFARLAND INC
Dallas, TX
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM
214-871-2772
SYMPHONY FINANCIAL, LTD. CO.
Houston, TX
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-272-6800
QUADCAP WEALTH MANAGEMENT, LLC
Frisco, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
972-818-2400
FMP WEALTH ADVISERS
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-329-5174
VICTORY FINANCIAL
Austin, TX
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
47 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(512) 763-7671
BEACON FINANCIAL GROUP
Dallas, TX
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
972-726-9888
STANSBERRY ASSET MANAGEMENT, LLC
Westlake, TX
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
646-854-4370
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Plano, TX
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
972-502-9340
CHILDRESS CAPITAL ADVISORS, LLC
Houston, TX
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
832-404-2104
AUTUMN LANE ADVISORS, LLC
Houston, TX
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(713) 636-2075
WPWEALTH LLP
Fort Worth, TX
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
817-259-9100
ARKOS GLOBAL ADVISORS, LLC
Houston, TX
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(346) 352-2360
OAK HARVEST INVESTMENT SERVICES
Houston, TX
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
281-822-1350
INSIGHT WEALTH PARTNERS
Plano, TX
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
972-543-4800
CROSSMARK WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-260-9000
RHAME & GORRELL WEALTH MANAGEMENT
The Woodlands, TX
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM
(832) 789-1100
THE CLARUS GROUP
Houston, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
713-621-3500
INTEGRITY ADVISORY SOLUTIONS
Dallas, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
108 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 919-2165
COPPELL ADVISORY SOLUTIONS LLC
Dallas, TX
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
77 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-888-8020
AUSTIN WEALTH MANAGEMENT, LLC
Austin, TX
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
512-467-2000
UPTICK PARTNERS, LLC
Nacogdoches, TX
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(936) 800-0800