HOLT CAPITAL PARTNERS, L.P.
Fort Worth, TX
AUM
$1.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
817-877-1430
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
MCGOWAN GROUP ASSET MANAGEMENT, INC.
Dallas, TX
AUM
$1.08B
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
214-720-4400
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
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
ROGERS WEALTH GROUP, INC.
Fort Worth, TX
AUM
$1.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
817-334-0351
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
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
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
AUM
$909.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-861-7099
COMMERCE STREET INVESTMENT MANAGEMENT
Dallas, TX
AUM
$891.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
214-545-6800
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
ROBERT HARRELL, INCORPORATED
Austin, TX
AUM
$885.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
512-795-9100
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
MOSS, LUSE & WOMBLE, LLC
Plano, TX
AUM
$803.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
972-674-2584
CLEAR TRAIL ADVISORS, LLC
Houston, TX
AUM
$803.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(713) 893-9870