Fee-OnlyFinder

Advisers in Friendswood, TX

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

All advisers

Lifestyle Asset Management, INC.211 West Edgewood, Suite 300 · Friendswood, TX 77546 · (281) 612-2035 · Financial planningCRD 157450 · % of assets, Hourly charges · $571.2 million AUMSEC registeredNo commissions reportedTexas Family Wealth, LLC161 W Shadowbend Avenue, Suite 101 · Friendswood, TX 77546 · (281) 482-3100 · Financial planningCRD 327332 · % of assets, Fixed fees · $257.0 million AUMSEC registeredNo commissions reportedWorthen Financial Advisors104 Melody Lane · Friendswood, TX 77546 · (832) 895-1188 · Financial planningCRD 316622 · % of assets, Hourly charges, Fixed fees · $47.9 million AUMState registeredNo commissions reported
Talking to advisers in Friendswood? 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.