W Wellspent
Wellspent public graph/Find by/Advisors for $1 million to $3 million/Texas

Advisors for $1 million to $3 million in Texas

All 312 advisors

Advisors for $1 million to $3 million in Texas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Richard Fruth Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Robert Burns FCA Houston Not listed Percentage of assets, Hourly
Robert Scharar FCA Houston Not listed Percentage of assets, Hourly
Ryan Scharar FCA Fort Worth Not listed Percentage of assets, Hourly
Steven Crawford FCA Houston Not listed Percentage of assets, Hourly
Timothy McGukin Arkos Houston Not listed Percentage of assets, Fixed fees
Trevor Harris Arkos Houston Not listed Percentage of assets, Fixed fees
Vicki Aycock Austin Money Management Austin Not listed Percentage of assets, Hourly
Wesley Yuhnke FCA Houston Not listed Percentage of assets, Hourly
William Levay FCA Houston Not listed Percentage of assets, Hourly
Brian Anderson Point Nemo Capital Dripping Springs Not listed Percentage of assets
Charles Massiatte Martin Capital Advisors San Antonio Not listed Percentage of assets
Charles Norton Penn Davis McFarland Dallas CFA Percentage of assets
Christopher Phillips Martin Capital Advisors San Antonio Not listed Percentage of assets
Colton Krueger Martin Capital Advisors San Antonio Not listed Percentage of assets
Edward Moody CFM Wealth Partners Austin Not listed Percentage of assets, Hourly
Jack Kazickas CFM Wealth Partners Austin Not listed Percentage of assets, Hourly
James Walter Founders Capital Management Houston Not listed Percentage of assets
Jeffrey Helfrich Penn Davis McFarland Dallas CFA Percentage of assets
John Hea Ackerman Capital Management Dallas CFA Percentage of assets, Fixed fees
Jordan Rench Relevance Capital Management Denton Not listed Percentage of assets, Hourly
Joseph Foley Fortiter Wealth Management Houston Not listed Percentage of assets
Kelly Rench Relevance Capital Management Denton Not listed Percentage of assets, Hourly
Leslie Lammers Riverstone Advisors New Braunfels CFA Percentage of assets, Fixed fees
Lucinda Buce Founders Capital Management Houston Not listed Percentage of assets
Lynn Elliott Fortiter Wealth Management Houston Not listed Percentage of assets
Patrick Stuart Saddock Wealth Dallas Not listed Percentage of assets, Hourly
Paul Martin Martin Capital Advisors San Antonio Not listed Percentage of assets
Robert McGregor Martin Capital Advisors San Antonio Not listed Percentage of assets
Stephanie Krueger Martin Capital Advisors San Antonio Not listed Percentage of assets
Stephen Saddock Saddock Wealth Dallas Not listed Percentage of assets, Hourly
Wael Salam Point Nemo Capital Dripping Springs Not listed Percentage of assets
Will Oliver Founders Capital Management Houston Not listed Percentage of assets
J. Pappas Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
John Platt Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Lauren Hall Pin Oak Investment Advisors Houston Not listed Percentage of assets, Fixed fees
Mary Hicks Bright Vision Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Robert Bond Bright Vision Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Jamie Tebbe Benchmark Investment Advisors Frisco Not listed Percentage of assets
Mary Haselhorst Inflection Financial San Antonio Not listed Percentage of assets, Hourly
Robert Felty Penn Davis McFarland Dallas Not listed Percentage of assets
Robert Ogden Penn Davis McFarland Dallas Not listed Percentage of assets
Alex Winslow Harvester Wealth Dallas CFP Percentage of assets, Hourly
Antonio Castillo Goodman Financial Houston CFP Percentage of assets, Hourly
Archie Ponce Optima Asset Management Dallas CFP Percentage of assets, Fixed fees
Brandon Ratzlaff Cypress Point Wealth Management Dallas CFP Percentage of assets, Fixed fees
Brittyn Brender Versant Capital Management Dallas CFP Percentage of assets, Hourly
Carson Wright Cypress Point Wealth Management Dallas CFP Percentage of assets, Fixed fees
Chasity Chavez Howard Financial Services Dallas CFP Percentage of assets, Hourly
Christopher Welsh Lorintine Capital Dallas CFP Percentage of assets, Hourly