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Financial planning in Addison, TX

4 advisers in Addison offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Family 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 reported Provident 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 reported Prudent 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 reported Tradespro 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 reported