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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
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
PIN OAK INVESTMENT ADVISORS INC
Houston, TX
AUM
$784.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
713-871-8300
PARATUS FINANCIAL, INC.
Dallas, TX
AUM
$757.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
214-378-7400
WESTWOOD WEALTH MANAGEMENT
Dallas, TX
AUM
$749.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
2147566900
PAX FINANCIAL GROUP
San Antonio, TX
AUM
$747.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
210-881-5700
VIRTUS FAMILY OFFICE
El Paso, TX
AUM
$726.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
915-730-3885
WEALTHSTAR ADVISORS, LLC
Plano, TX
AUM
$723.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
972-372-2935
MANSKE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$707.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(713) 581-1994
LAUTERBACH FINANCIAL ADVISORS, LLC
El Paso, TX
AUM
$700.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
915-544-6950
DIESSLIN GROUP, INC.
Fort Worth, TX
AUM
$696.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-332-6122
PRECEDENT WEALTH PARTNERS, LLC
Houston, TX
AUM
$685.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(713)244-6450
CENTURY MANAGEMENT FINANCIAL ADVISORS
Austin, TX
AUM
$679.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
512-329-0050
SAXON FINANCIAL GROUP
Houston, TX
AUM
$679.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
713-425-5340
SIGNAL SECURITIES, INC.
Fort Worth, TX
AUM
$679.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
817-877-4256
TYME ADVISORS
Plano, TX
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
469-480-7904
9823 CAPITAL, LP
Dallas, TX
AUM
$677.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
214-849-5800
WATERWAY WEALTH MANAGEMENT, L.L.C.
The Woodlands, TX
AUM
$675.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
281-363-0000
THE GOFF FINANCIAL GROUP
Houston, TX
AUM
$674.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-850-8900
OAKWELL PRIVATE WEALTH MANAGEMENT
Austin, TX
AUM
$668.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
1-800-55OAKWELL
AUM
$663.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
214-922-9200
HARRELL INVESTMENT PARTNERS, LLC
Austin, TX
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-759-8000
ASPEN WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$657.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
817-546-6353
OPTIMA ASSET MANAGEMENT INC
Dallas, TX
AUM
$657.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
972-726-0400