Fee-OnlyFinder

Advisers in Flower Mound, TX

7 advisers in Flower Mound — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (4)Flat / fixed fees (5)

All advisers

323 Wealth Management, LLC2201 Spinks Road, Suite 271 · Flower Mound, TX 75022 · (972) 810-1414 · Financial planningCRD 307266 · % of assets, Hourly charges, Fixed fees · $108.5 million AUMState registeredNo commissions reportedGds Wealth Management2910 Lakeside Village Blvd · Flower Mound, TX 75022 · (469) 212-8072 · Financial planningCRD 315934 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedLifetime Capital Planning Group LLC700 Parker Square Road, Suite 190 · Flower Mound, TX 75028 · (972) 410-2047 · Financial planningCRD 292120 · % of assets, Hourly charges, Fixed fees · $85.0 million AUMState registeredNo commissions reportedMcKeel Capital Management5224 Park Ridge Rd · Flower Mound, TX 75022 · (972) 745-9080 · Financial planningCRD 142132 · % of assets, Hourly charges, Fixed fees · $63.0 million AUMState registeredNo commissions reportedRiverchase Wealth Management, LLC3419 Cross Timbers Road, Suite 105 · Flower Mound, TX 75028 · (972) 471-9013 · Financial planningCRD 156950 · % of assets, Fixed fees · $251.5 million AUMSEC registeredNo commissions reportedWestmont Advisory, LLC870 International Pkwy, Ste 180 · Flower Mound, TX 75022 · (214) 433-7354 · Financial planningCRD 343407 · % of assets · $100.0 million AUMSEC registeredNo commissions reportedWykrent, Damon700 Parker Square, Suite 250 · Flower Mound, TX 75028 · (214) 208-2574 · Financial planningCRD 153532 · % of assets, Hourly charges, Fixed fees · $30.6 million AUMState registeredNo commissions reported
Talking to advisers in Flower Mound? 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.