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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in TX
485 advisers found
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
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
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
ACT WEALTH MANAGEMENT, LLC
Allen, TX
AUM
$568.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
214-618-2022
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
KERCHEVILLE ADVISORS LLC
San Antonio, TX
AUM
$554.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
210-694-5000
MILLS WEALTH ADVISORS, LLC
Southlake, TX
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-416-7300
PEIRCE CAPITAL MANAGEMENT, LLC
The Woodlands, TX
AUM
$534.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(281) 858-3524
TITAN RETIREMENT ADVISORS LLC
Fulshear, TX
AUM
$531.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
713-239-2866
TRINITY PORTFOLIO ADVISORS, LLC
Southlake, TX
AUM
$530.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
817-416-7227
TRINITY LEGACY PARTNERS, LLC
Houston, TX
AUM
$521.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-999-8053
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, TX
AUM
$519.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817-335-3214
HAVEN WEALTH GROUP
Houston, TX
AUM
$514.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; FLAT FEE FOR FINANCIAL PLAN
713-980-8820
SMH CAPITAL ADVISORS LLC
Fort Worth, TX
AUM
$503.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
817-569-7000
PORTFOLIO ADVISORY COUNCIL,L.L.C.
Houston, TX
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
713.574.6015
ALLRED HARRIS WEALTH MANAGEMENT.
Dallas, TX
AUM
$493.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-965-7695
AUM
$491.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
210-200-8878
OAKSTREET WEALTH MANAGEMENT, INC.
Magnolia, TX
AUM
$482.0M
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-803-9885
KEENER FINANCIAL PLANNING
Keller, TX
AUM
$479.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Hourly charges; Fixed fees
817-993-0401
LGT FINANCIAL ADVISORS LLC
Dallas, TX
AUM
$456.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
214-871-7500