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Financial planning in Corpus Christi, TX

3 advisers in Corpus Christi offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

Herndon 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 reported Jmjrg, 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 reported Oak 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 reported