Advisers in Allen, TX

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

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

All advisers

Act Wealth Management, LLCOne Bethany East, 900 West Bethany Drive, Suite 150 · Allen, TX 75013 · (214) 618-2022 · % of assets managedCRD 155131 · % of assets · $568.8 million AUMSEC registeredNo commissions reported Assetbuilder, INC.1050 South Central Expy, Suite 1140 · Allen, TX 75013 · (972) 535-4040 · Financial planningCRD 142665 · % of assets, Fixed fees · $812.7 million AUMSEC registeredNo commissions reported Monument Retirement & Wealth Advisory, LLC450 Century Parkway, Suite 250 · Allen, TX 75013 · (972) 422-9145 · Financial planningCRD 135311 · % of assets, Fixed fees, Other · $7.9 million AUMState registeredNo commissions reported New Dimensions Wealth Management, L.L.C.550 S. Watters Road, Suite 242 · Allen, TX 75013 · (972) 972-8565 · Financial planningCRD 152136 · % of assets, Fixed fees · $181.5 million AUMSEC registeredNo commissions reported Revere Asset825 Watters Creek Blvd, Suite 385 · Allen, TX 75013 · (855) 732-5932 · % of assets managedCRD 152881 · % of assets, Performance-based fees · $407.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Allen? 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.