Fee-OnlyFinder

Advisers in Colleyville, TX

4 advisers in Colleyville — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Chadwick Financial6513 Colleyville Boulevard, Suite 200 · Colleyville, TX 76034 · (817) 553-2480 · Financial planningCRD 337228 · % of assets · $61.0 million AUMState registeredNo commissions reportedClearpoint Wealth Management6110 Colleyville Blvd Ste 106 · Colleyville, TX 76034 · (817) 500-0014 · Financial planningCRD 337649 · % of assets, Hourly charges, Fixed fees · $68.0 million AUMState registeredNo commissions reportedHeritage Retirement Advisors, LLC607 Cheek Sparger Road, Suite 150 · Colleyville, TX 76034 · (817) 503-0100 · Financial planningCRD 165191 · % of assets, Hourly charges, Fixed fees · $351.1 million AUMSEC registeredNo commissions reportedSawyer Investment Management Company1005 Glade Road, Suite 135 · Colleyville, TX 76034 · (469) 972-9937 · % of assets managedCRD 174535 · % of assets · $337,000 AUMState registeredNo commissions reported
Talking to advisers in Colleyville? 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.