Fee-OnlyFinder

Advisers in Denton, TX

9 advisers in Denton — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)

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Boggs Wallace Wealth Partners LLC121 W Hickory St Suite 101 · Denton, TX 76201 · (214) 741-6721 · % of assets managedCRD 305698 · % of assets · $566,071 AUMState registeredNo commissions reportedCultivar Capital, INC.421 E. Hickory St., Ste. 103 · Denton, TX 76201 · (940) 600-4553 · Financial planningCRD 160145 · % of assets · $375.1 million AUMSEC registeredNo commissions reportedDfs Advisory1204 Bent Oaks CT., Ste. 120 · Denton, TX 76210 · (940) 297-1474 · Financial planningCRD 324992 · % of assets, Hourly charges, Fixed fees · $156.0 million AUMSEC registeredNo commissions reportedElm Asset Management INC.1121 Dallas Drive, Suite 1 · Denton, TX 76205 · (940) 382-0001 · % of assets managedCRD 114199 · % of assets · $5.9 million AUMState registeredNo commissions reportedGarnett Advisors, LLC1121 Dallas Drive, Suite 1 · Denton, TX 76205 · (940) 387-3881 · % of assets managedCRD 289930 · % of assets · $265.7 million AUMSEC registeredNo commissions reportedKipos Wealth1332 Teasley Ln, Suite 229 · Denton, TX 76205 · (214) 799-0229 · Financial planningCRD 323987 · % of assets · $107.5 million AUMState registeredNo commissions reportedPiccolo Investment Consulting, LLC700 Londonderry Lane, Ste 400 · Denton, TX 76205 · (940) 215-0101 · Hourly feesCRD 170272 · % of assets, Hourly charges · $110.0 million AUMState registeredNo commissions reportedRelevance Capital Management2556 Lillian Miller Parkway, Suite 105 · Denton, TX 76210 · (940) 387-7526 · Financial planningCRD 159983 · % of assets, Hourly charges, Fixed fees · $495.9 million AUMSEC registeredNo commissions reportedSimpli-Fi Alpha LLC513 W Oak St, Ste 105 · Denton, TX 76201 · (940) 373-0151 · % of assets managedCRD 331746 · % of assets, Performance-based fees · $4.4 million AUMState registeredNo commissions reported
Talking to advisers in Denton? 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.