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Advisors for under $500,000 in Texas

All 997 advisors

Advisors for under $500,000 in Texas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Ryan Ferguson Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Ryan Nolan Park 64 Capital Austin CFP, ChFC Percentage of assets, Hourly
Ryan Shea Apeiron Dallas CFP Percentage of assets, Hourly
Sasha Stewart Astoria Strategic Wealth New Braunfels CFP Percentage of assets, Hourly
Scott Ela Avant Financial Advisors Austin CFP Percentage of assets, Fixed fees
Scott Hackett Hackett Financial Group Wimberley CFP Percentage of assets, Hourly
Scott Hammel Apeiron Dallas CFP Percentage of assets, Hourly
Sean McDougle Nest Financial Austin CFP Percentage of assets, Hourly
Stephanie Blakes Seren Wealth Advisors Houston CFP Percentage of assets, Hourly
Stephen Hozie Hozie Consulting Coppell CFP, PFS Percentage of assets, Hourly
Steven Barber Uptick Partners Nacogdoches CFP Percentage of assets, Fixed fees
Steven Mitchell Main Street Financial Advisors Justin CFP Percentage of assets
Susan Curran Curran Financial Partners Dripping Springs CFP Percentage of assets, Hourly
Tarik Bakir TNT Asset Management Round Rock CFP Percentage of assets
Tasha Rock PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Taylor Pankratz Uptick Partners Nacogdoches CFP Percentage of assets, Fixed fees
Taylor Peterson PER Stirling Capital Management Austin CFP Percentage of assets, Hourly
Tessa Elrod Next Step Financial Transitions Cypress CFP Percentage of assets, Fixed fees
Thomas Kennedy Alteris Capital Partners Houston CFP Percentage of assets, Fixed fees
Thomas Muir Cultivar Capital Denton CFP, PFS Percentage of assets
Tiffany Finney-Johnson New Dimensions Wealth Management Allen CFP Percentage of assets, Fixed fees
Timothy Blanchard Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Timothy Sittler Planning Works Advisory Austin CFP Percentage of assets, Hourly
Todd Pniewski Tbms Wealth Plano CFP Percentage of assets, Hourly
Travis Carter Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Trevor Bakir TNT Asset Management Round Rock CFP Percentage of assets
Trocon Reffell Branson Fowlkes & CO Houston CFP Percentage of assets, Hourly
Tyler Miller Rhame & Gorrell Wealth Management The Woodlands CFP Percentage of assets
Valerie Field Strategic Financial Planning Plano CFP Percentage of assets, Hourly
Victor Garza Garza Financial Planning Dallas CFP Percentage of assets, Hourly
Wayne Smith Insight Wealth Partners Plano CFP Percentage of assets, Hourly
Willie Miles Miles Wealth Management Houston CFP Percentage of assets, Hourly
Abhay Srivastava AS Investment Partners Leander CFA Percentage of assets, Hourly
Anthony Zaccagnino Caldwell Investment Services Caldwell ChFC Percentage of assets, Hourly
Ben Jackson Street Light Wealth Management Dallas CFA Percentage of assets
David Breedlove Dean Wealth Management Lindale ChFC Percentage of assets, Hourly
David Freeze FS Financial Advisors Dallas PFS Percentage of assets, Hourly
David Hunter Rhame & Gorrell Wealth Management The Woodlands CFA Percentage of assets
Donald Capone J.K. Financial Houston CFA Percentage of assets, Hourly
Evan Koch EDK Advisory Frisco PFS Percentage of assets, Hourly
Ian Tennant Pioneer Wealth Management Group Austin ChFC Percentage of assets, Hourly
John Landrum Legacy Wealth Advisors Waxahachie PFS Percentage of assets, Hourly
Karen McIntyre Uniting Wealth Partners Odessa ChFC Percentage of assets, Fixed fees
Kyle Elam Mcelhenny Sheffield Capital Management Dallas CFA Percentage of assets, Fixed fees
Maksym Sulkov FS Financial Advisors Dallas PFS Percentage of assets, Hourly
Mark Scott Trinvest Advisors Volente CFA Percentage of assets, Fixed fees
Mark Wehrle Davis & Wehrle Round Rock ChFC Percentage of assets, Hourly
Michael Awosemusi Empowerment Financial Advisors Irving ChFC Percentage of assets, Hourly
Monte Byrd M.C. Byrd Wealth Management Bellville ChFC Percentage of assets, Hourly
Paul Jackson Lifestyle Wealth Friendswood CFA Percentage of assets, Hourly