SEC-registered financial advisors in Plano, TX
Common fee types
- 100%Percentage of assets
- 65%Fixed or flat fee
- 55%Hourly
Showing 24 of 31
- Astra Wealth Management Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bbae Advisors LLCUnder $25MSEC recordPercentage of assets
- CMG Wealth Management$100M to $500MSEC recordPercentage of assets
- Crescent Advisor Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dash Investments$500M to $1BSEC recordPercentage of assets
- Eubank, Hutson & Associates, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Fisher Investments$1B or moreSEC recordPercentage of assetsPerformance-based
- Fulcrum Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Insight Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Consulting Group$100M to $500MSEC recordPercentage of assetsHourly
- Lifeway Financial Corporation$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Moss, Luse & Womble, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Mytimeequity$100M to $500MSEC recordPercentage of assetsPerformance-based
- Nexus One Financial Advisors LLC$500M to $1BSEC recordPercentage of assets
- NFWM$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Parkway Wealth Management Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Peak American Investment Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- PMG Family Office, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Redwood Family Wealth LLC$100M to $500MSEC recordPercentage of assetsHourly
- Retirement Planners of America$1B or moreSEC recordPercentage of assets
- Schlegel Dunn LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- SFMG Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- SK Advisor Network, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spectrum Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tevis Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- TFR Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Watchman Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Valinor Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Vann Equity Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthstar Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.