BROWNLEE WEALTH MANAGEMENT
Houston, TX
AUM
$465.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
281-377-3170
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TX
935 advisers found
ROTH FINANCIAL PARTNERS LLC
Kingwood, TX
AUM
$460.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
281-973-8816
BEACON ADVISORS
Austin, TX
AUM
$459.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-612-4884
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
HORIZON WEALTH ADVISORS
Houston, TX
AUM
$451.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
713-748-7000
ENZI WEALTH
Austin, TX
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
512-795-0030
ADVOCATES WEALTH PLANNING
Houston, TX
AUM
$448.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
713-827-8014
UNITED ADVISORS AMERICA
Prosper, TX
AUM
$446.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
0
Fees
Percentage of AUM
877-443-0610
SSB&T WEALTH MANAGEMENT, LLC
Fredericksburg, TX
AUM
$445.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
830-997-7575
BRANSON FOWLKES & CO INC
Houston, TX
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
713-780-0606
SCHULZ WEALTH, LTD.
Mansfield, TX
AUM
$438.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
817-405-4014
SWMG, LLC
Fort Worth, TX
AUM
$430.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-210-3444
MURPHY & SYLVEST
Dallas, TX
AUM
$425.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(214) 373-8362
SMART MONEY GROUP, LLC
Eastland, TX
AUM
$424.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
254-629-3866
TRANSCE3ND LLC
Buda, TX
AUM
$418.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-268-9220
FRUTH INVESTMENT MANAGEMENT
Houston, TX
AUM
$417.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
713-464-2283
CASTLEVIEW PARTNERS, LLC
Dallas, TX
AUM
$416.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
214-710-1995
TRUE FINANCIAL GROUP
Cedar Park, TX
AUM
$409.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
512-649-2383
S HARRIS FINANCIAL GROUP, LLC
San Antonio, TX
AUM
$404.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
210-547-3450
TFR CAPITAL
Plano, TX
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-765-0397
ERBEN ASSOCIATES, LLC
Austin, TX
AUM
$402.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
26-50
Fees
Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more
512-402-0250
THE CAPITAL CHART ROOM, LTD
Fort Worth, TX
AUM
$400.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-801-6455
SECURE FINANCIAL MANAGEMENT
San Antonio, TX
AUM
$399.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
210-428-6250
PIONEER WEALTH MANAGEMENT GROUP
Austin, TX
AUM
$399.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
512-334-6800