CRESTA ADVISORS
Laredo, TX
AUM
$786.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
956-267-8130
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
HOURGLASS CAPITAL, LLC
Houston, TX
AUM
$768.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-936-0440
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
DOLIVER ADVISORS, L.P.
Houston, TX
AUM
$718.4M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
713-917-0022
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
E & G ADVISORS, LLC
Houston, TX
AUM
$706.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
713-880-5819
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
OPTIMUM QUANTVEST CORPORATION
Dallas, TX
AUM
$695.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
263-381-5677
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
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
ST. JAMES INVESTMENT COMPANY, LLC
Southlake, TX
AUM
$660.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-484-7250
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
WELA FINANCIAL ADVISORY
San Antonio, TX
AUM
$657.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
210-530-9599
EARLY MCCLINTIC & MCMILLAN, LLC
Stafford, TX
AUM
$652.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
281-491-5260
ELDRED ROCK PARTNERS, LLC
San Antonio, TX
AUM
$644.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
726-208-0800
GRANITE HARBOR ADVISORS, INC.
Houston, TX
AUM
$642.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
832-461-0789
CLARE MARKET INVESTMENTS, LLC
Dallas, TX
AUM
$635.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866.659.1019
WJ INTERESTS, LLC
Sugar Land, TX
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-634-9400
STUART INVESTMENT ADVISORS, INC.
Austin, TX
AUM
$630.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
512-478-2275
DAVIDSON CAPITAL MANAGEMENT, INC
Corpus Christi, TX
AUM
$630.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
361-906-0070