Advisers in Bryan, TX

3 advisers in Bryan — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Charis Legacy Partners1716 Briarcrest Dr, Suite 300 · Bryan, TX 77802 · (979) 406-7875 · Financial planningCRD 311968 · % of assets, Hourly charges · $132.7 million AUMSEC registeredNo commissions reported Evidence Wealth, LLC3851 Corporate Center Drive, Suite 111 · Bryan, TX 77802 · (979) 690-9406 · Financial planningCRD 314767 · % of assets, Hourly charges, Fixed fees · $56.8 million AUMState registeredNo commissions reported Warwick Partners4444 Carter Creek Parkway, Suite 109 · Bryan, TX 77802 · (979) 260-9777 · Financial planningCRD 105951 · % of assets, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reported

Talking to advisers in Bryan? 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.