Fee-OnlyFinder

Advisers in Addison, TX

7 advisers in Addison — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (4)% of assets managed (6)

All advisers

Dewitt and Dunn Financial Services, LLC15455 Dallas Parkway, Suite 240 · Addison, TX 75001 · (972) 473-4700 · % of assets managedCRD 304561 · % of assets · $35.6 million AUMState registeredNo commissions reportedFamily Freedom Wealth Management, LLC16475 Dallas Parkway, Suite 835 · Addison, TX 75001 · (972) 931-9730 · Financial planningCRD 333216 · % of assets, Fixed fees, Other · $1,500 AUMState registeredNo commissions reportedPrime Sentry Wealth Management LLC16801 Addison Rd, Suite 124 · Addison, TX 75001 · (214) 280-3284 · % of assets managedCRD 333411 · % of assets · $51,000 AUMState registeredNo commissions reportedProvident Financial Planning, LLC15790 Dooley Road, Suite 212 · Addison, TX 75001 · (888) 752-6234 · Financial planningCRD 291830 · Hourly charges, Fixed fees · $174.2 million AUMSEC registeredNo commissions reportedPrudent Money Financial Services16633 Dallas Parkway, Suite 275 · Addison, TX 75001 · (972) 386-0384 · Financial planningCRD 128472 · % of assets, Hourly charges, Fixed fees · $30.6 million AUMState registeredNo commissions reportedTradespro LLC3939 Belt Line Rd, Ste 575a · Addison, TX 75001 · (972) 338-5294 · Financial planningCRD 336150 · % of assets, Hourly charges, Subscription fees · $158,000 AUMState registeredNo commissions reportedWaterford Capital Investment Advisory Services LLC14275 Midway Road, Suite 138 · Addison, TX 75001 · (214) 363-6920 · % of assets managedCRD 144172 · % of assets · $228.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Addison? 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.