Advisers in College Station, TX

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

Financial planning (4)Flat / fixed fees (3)

All advisers

Briaud Financial Advisors1611 Crescent Pointe Parkway · College Station, TX 77845 · (979) 260-9771 · Financial planningCRD 105638 · % of assets, Fixed fees · $912.8 million AUMSEC registeredNo commissions reported Paragon Financial Advisors215 Rock Prairie Rd. · College Station, TX 77845 · (979) 693-3907 · Financial planningCRD 143721 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported Smith & Wyatt511 University Dr. E, Suite 210 · College Station, TX 77840 · (979) 431-5440 · Financial planningCRD 285310 · % of assets, Hourly charges, Fixed fees · $207.5 million AUMSEC registeredNo commissions reported Tdc Capital Advisors, INC.1598 Copperfield Parkway · College Station, TX 77845 · (979) 260-9696 · % of assets managedCRD 117769 · % of assets · $177.6 million AUMSEC registeredNo commissions reported Traditions Wealth Advisors, LLC.2700 Earl Rudder Frwy S., Suite 2600 · College Station, TX 77845 · (979) 694-9100 · Financial planningCRD 128135 · % of assets · $94.8 million AUMState registeredNo commissions reported

Talking to advisers in College Station? 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.