Fee-OnlyFinder

Advisers in Arlington, TX

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

Hourly fees (3)Flat / fixed fees (4)

All advisers

Callaway Financial Services301 S Center St, Suite 420 · Arlington, TX 76010 · (817) 274-4877 · Financial planningCRD 172117 · % of assets, Hourly charges, Fixed fees · $22.6 million AUMState registeredNo commissions reportedGerald Baker Financial Group, L.l.c.dba Baker Financial Services1415 West Randol Mill Rd. · Arlington, TX 76012 · (817) 861-7099 · Financial planningCRD 112248 · % of assets, Hourly charges, Fixed fees · $909.3 million AUMSEC registeredNo commissions reportedParkstone Wealth Management, LLC1000 Ballpark Way, Suite 302 · Arlington, TX 76011 · (817) 962-0068 · Financial planningCRD 168253 · % of assets · $210.6 million AUMSEC registeredNo commissions reportedPlumb Financial1905 Ascension Blvd. · Arlington, TX 76006 · (817) 305-7703 · Financial planningCRD 334608 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reportedRoss Wealth Group, LLC1325 W. Randol Mill Rd., Suite 100 · Arlington, TX 76012 · (817) 795-7877 · Financial planningCRD 331750 · % of assets, Hourly charges, Fixed fees · $19.1 million AUMState registeredNo commissions reported
Talking to advisers in Arlington? 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.