Fee-OnlyFinder

Advisers in Corpus Christi, TX

6 advisers in Corpus Christi — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Davidson Capital Management, INC5350 South Staples, Suite 434 · Corpus Christi, TX 78411 · (361) 906-0070 · % of assets managedCRD 112232 · % of assets · $630.3 million AUMSEC registeredNo commissions reportedHerndon Plant Oakley LTD800 N. Shoreline Blvd, Suite 2200 South · Corpus Christi, TX 78401 · (361) 888-7611 · Financial planningCRD 44971 · % of assets, Fixed fees · $155.4 million AUMSEC registeredNo commissions reportedJmjrg, INC. DBA Strategic Wealth Management Group4466 S. Staples St., Suite 700 · Corpus Christi, TX 78412 · (361) 881-4972 · Financial planningCRD 309992 · % of assets · $13.8 million AUMState registeredNo commissions reportedOak Tree Wealth Management101 N. Shoreline Blvd., Suite 304 · Corpus Christi, TX 78401 · (361) 452-0226 · Financial planningCRD 164685 · % of assets, Hourly charges, Other · $13.4 million AUMState registeredNo commissions reportedSpringwater Advisors, LLC800 North Shoreline Blvd., Suite 2200 South · Corpus Christi, TX 78401 · (800) 888-4894 · Flat / fixed feesCRD 150034 · % of assets, Fixed fees, Other · $75.5 million AUMState registeredNo commissions reportedStonewater Wealth Management, INC.4639 Corona Dr, Ste 9 · Corpus Christi, TX 78411 · (361) 482-0699 · % of assets managedCRD 164953 · % of assets · $45.9 million AUMState registeredNo commissions reported
Talking to advisers in Corpus Christi? 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.