Fee-OnlyFinder

% of assets managed in Addison, TX

6 advisers in Addison offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 6

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 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