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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
NEXUS ONE FINANCIAL ADVISORS LLC
Plano, TX
AUM
$552.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(214) 800-4442
THE SUM
The Woodlands, TX
AUM
$551.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
281-940-4859
AMICUS FINANCIAL ADVISORS, LLC
Lubbock, TX
AUM
$550.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
806-698-1122
IAS WEALTH MANAGEMENT, INC.
The Woodlands, TX
AUM
$549.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
281-364-0606
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
ROBERTSON INVESTMENT MANAGEMENT
Houston, TX
AUM
$534.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
713-622-4077
NEW CAPITAL MANAGEMENT, LP
Houston, TX
AUM
$533.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
713-874-1444
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
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
Austin, TX
AUM
$523.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
1-800-920-9722
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
LEO WEALTH AMERICAS, LLC
Hurst, TX
AUM
$512.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
817-354-1090
HFG WEALTH MANAGEMENT, LLC
The Woodlands, TX
AUM
$505.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
832-585-0110
OUTRUNNER CAPITAL, LLC
Austin, TX
AUM
$498.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
512-649-3192
WILLIAM MADISON ADVISORS, INC.
Abilene, TX
AUM
$497.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
325-673-6171
RELEVANCE CAPITAL MANAGEMENT
Denton, TX
AUM
$495.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
940-387-7526
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
JOYCE WEALTH MANAGEMENT, LLC
Houston, TX
AUM
$483.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
713-714-8500
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
RFG WEALTH ADVISORY
Argyle, TX
AUM
$476.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
940-464-4104