Fee-OnlyFinder

Advisers in Carrollton, TX

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

All advisers

Farris Capital Management INC.4425 Plano Pkwy, Ste. 1701 · Carrollton, TX 75010 · (214) 525-2141 · Financial planningCRD 169051 · % of assets, Hourly charges, Fixed fees · $177.5 million AUMSEC registeredNo commissions reportedGa Bishop and Associates, LLC1101 S. Broadway, Suite 200 · Carrollton, TX 75006 · (972) 393-3716 · Financial planningCRD 116725 · Hourly charges, Fixed feesState registeredNo commissions reportedKomons Financial LLC2236 Woodcreek · Carrollton, TX 75006 · (214) 506-7683 · Financial planningCRD 302087 · % of assets, Hourly charges, Fixed fees · $35.7 million AUMState registeredNo commissions reported
Talking to advisers in Carrollton? 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.