Advisers in Dripping Springs, TX

3 advisers in Dripping Springs — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Curran Financial Partners, LLC612 W. US Highway 290 · Dripping Springs, TX 78620 · (512) 858-0805 · Financial planningCRD 281524 · % of assets, Hourly charges, Fixed fees · $20.5 million AUMState registeredNo commissions reported Jpl Wealth Management4002 E US Hwy 290 · Dripping Springs, TX 78620 · (626) 589-6197 · Financial planningCRD 324503 · % of assets, Hourly charges, Fixed fees · $720,000 AUMState registeredNo commissions reported Optas, LLC15431 Fitzhugh Rd, Suite 203 · Dripping Springs, TX 78620 · (888) 284-7139 · Financial planningCRD 299965 · % of assets, Hourly charges, Fixed fees · $881.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Dripping Springs? 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.