Fee-OnlyFinder

Advisers in Abilene, TX

5 advisers in Abilene — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)

All advisers

Koda Wealth Management2658 Industrial Blvd · Abilene, TX 79605 · (325) 695-9999 · Financial planningCRD 325700 · % of assets, Fixed fees · $20.4 million AUMState registeredNo commissions reportedParkway Advisors, L.P.6550 Directors Parkway · Abilene, TX 79606 · (325) 795-2111 · Flat / fixed feesCRD 112629 · % of assets, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedPlan Ahead Financial Management, INC.200 Sayles Blvd · Abilene, TX 79605 · (325) 672-7212 · Financial planningCRD 113492 · % of assets, Hourly charges · $66.4 million AUMState registeredNo commissions reportedTeam Financial Strategies425 Cypress St. · Abilene, TX 79601 · (325) 480-1587 · Financial planningCRD 134104 · % of assets, Fixed fees · $262.0 million AUMSEC registeredNo commissions reportedWilliam Madison Advisors, INC.6452 Central Park Blvd · Abilene, TX 79606 · (325) 673-6171 · Financial planningCRD 294782 · % of assets, Hourly charges · $497.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Abilene? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.