SEQUENT ASSET MANAGEMENT, LLC
Houston, TX
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
713-467-0008
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
PARAGON FINANCIAL ADVISORS
College Station, TX
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
979-693-3907
PERRYMAN FINANCIAL ADVISORY, INC.
Dallas, TX
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
972-770-4800
TEAMWORK FINANCIAL ADVISORS, LLC
San Antonio, TX
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
210-687-1333
AVION WEALTH
The Woodlands, TX
AUM
$984.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
281-528-1200
BENTOAK CAPITAL
Weatherford, TX
AUM
$969.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
817-550-6750
MBR FINANCIAL
Houston, TX
AUM
$956.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
832-667-8787
DISCIPLINED INVESTORS, L.L.C.
Waco, TX
AUM
$941.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
254-265-7410
ASCENSION CAPITAL ADVISORS, INC.
Houston, TX
AUM
$938.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-952-6900
VAQUERO PRIVATE WEALTH, LTD.
Dallas, TX
AUM
$928.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
214-269-7855
STRATEGIC FINANCIAL CONCEPTS, LLC
San Antonio, TX
AUM
$927.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
41 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
210-737-7800
KELLER WEALTH ADVISORS
Victoria, TX
AUM
$923.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
361-573-4383
GOODMAN FINANCIAL CORPORATION
Houston, TX
AUM
$915.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
713-599-1777
BRIAUD FINANCIAL ADVISORS
College Station, TX
AUM
$912.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
979-260-9771
AUM
$909.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-861-7099
RICHARD P. SLAUGHTER ASSOCIATES, INC.
Austin, TX
AUM
$905.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
512-918-0000
STRATA WEALTH ADVISORS, LLC
Dallas, TX
AUM
$886.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 420-7020
CFM WEALTH PARTNERS LLC
Austin, TX
AUM
$885.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(512) 366-3925
OPTAS, LLC
Dripping Springs, TX
AUM
$881.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888-284-7139
PROBITY ADVISORS, INC.
Dallas, TX
AUM
$859.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
214-891-8131
APEIRON
Dallas, TX
AUM
$852.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-421-2068
ASSETBUILDER, INC.
Allen, TX
AUM
$812.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-535-4040
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
Houston, TX
AUM
$811.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
281-599-3129
TANGLEWOOD LEGACY ADVISORS, LLC
Houston, TX
AUM
$809.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-599-4999