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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
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
REAP FINANCIAL GROUP, LLC
Austin, TX
AUM
$648.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
512-249-7300
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
THE WATCHMAN GROUP, INC.
Plano, TX
AUM
$639.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
469-241-0122
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
SOVEREIGN WEALTH ADVISORS LLC
Houston, TX
AUM
$625.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
713-527-3400
FCA CORP
Houston, TX
AUM
$623.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
713-781-2856
CORUS FAMILY WEALTH ADVISORS, INC.
Mckinney, TX
AUM
$619.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-422-1010
EQ WEALTH ADVISORS
Dallas, TX
AUM
$617.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
214-389-6750
FREEDOM DAY SOLUTIONS, LLC
Houston, TX
AUM
$615.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
713-784-3878
TLWM FINANCIAL
San Antonio, TX
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
1-877-348-8822
ACKERMAN CAPITAL MANAGEMENT
Dallas, TX
AUM
$604.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
214-361-5383
ASCENTIS WEALTH MANAGEMENT, LLC
Dallas, TX
AUM
$595.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
214-440-3909
OUTLOOK WEALTH ADVISORS, LLC
The Woodlands, TX
AUM
$593.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
281-872-1515
MOSAIC ADVISORS
Houston, TX
AUM
$580.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
51-100
Fees
Fixed fees
713-980-4100
SANDERS MORRIS LLC
Houston, TX
AUM
$576.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
713-224-3100
LIFESTYLE ASSET MANAGEMENT, INC.
Friendswood, TX
AUM
$571.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
281-612-2035
GENERATIONAL WEALTH ADVISORS
Richardson, TX
AUM
$568.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
972-378-1795
BECK CAPITAL MANAGEMENT LLC
Austin, TX
AUM
$562.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
512-345-6789
ENDEAVOR ADVISORS, LLC
The Woodlands, TX
AUM
$559.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
281-326-9902
DIGITAL WEALTH PARTNERS
Dallas, TX
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
307-396-0295