Fee-OnlyFinder

% of assets managed in Frisco, TX

20 advisers in Frisco offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 20

Braxton Financial Group, LLC6136 Frisco Square Blvd, Suite 400 · Frisco, TX 75034 · (888) 248-9074 · Financial planningCRD 292903 · % of assets, Hourly charges, Fixed fees · $35,892 AUMState registeredNo commissions reportedBrindle & Bay Financial Advisors, LLC5899 Preston Rd, Ste. 1103 · Frisco, TX 75034 · (214) 988-9178 · Financial planningCRD 291747 · % of assets, Fixed fees · $184.8 million AUMSEC registeredNo commissions reportedCain, Watters & Associates, LLC17 Cowboys Way, Suite 300 · Frisco, TX 75034 · (972) 233-3323 · Financial planningCRD 111521 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedClairalpha Advisors LLC5 Cowboys Way, Suite 300 · Frisco, TX 75034 · (713) 364-3839 · Financial planningCRD 342087 · % of assets, Fixed fees, Other · $3.7 million AUMSEC registeredNo commissions reportedDavid Rhodes Cannon, C.P.A., LLC6160 Warren Parkway Suite 100 · Frisco, TX 75034 · (469) 740-1261 · Financial planningCRD 327314 · % of assets, Hourly charges, Fixed fees · $64,206 AUMState registeredNo commissions reportedEagle Financial Advisors, LLC9300 Wade Blvd., Suite 100 · Frisco, TX 75035 · (800) 994-1317 · % of assets managedCRD 167696 · % of assets · $113.1 million AUMSEC registeredNo commissions reportedEdk Advisory2591 Dallas Parkway, #300 · Frisco, TX 75034 · (972) 731-4348 · Financial planningCRD 292227 · % of assets, Hourly charges, Fixed fees · $56.2 million AUMState registeredNo commissions reportedFortress Estate Solutions, PLLC3535 Victory Group Way, Suite 610 · Frisco, TX 75034 · (972) 325-1700 · Financial planningCRD 142809 · % of assets, Hourly charges, Fixed fees · $50.5 million AUMState registeredNo commissions reportedHerrington Wealth Management Corporation6160 Warren Pkwy, Suite 100 · Frisco, TX 75034 · (214) 509-8724 · Financial planningCRD 305202 · % of assets, Fixed fees · $40.9 million AUMState registeredNo commissions reportedKingstone Capital Partners Texas, LLC6160 Warren Parkway, Suite 100 · Frisco, TX 75034 · (866) 361-1600 · Financial planningCRD 281593 · % of assets, Hourly charges, Fixed fees · $182.3 million AUMSEC registeredNo commissions reported
Leadership Financial Advisors, LLC6275 West Plano Parkway, Suite 500 · Frisco, TX 75093 · (972) 365-6692 · Financial planningCRD 332430 · % of assets, Hourly charges, Fixed fees · $20.7 million AUMState registeredNo commissions reportedMcClure Capital Advisors, INC.One Cowboys Way, Suite 570 · Frisco, TX 75034 · (972) 960-8700 · Flat / fixed feesCRD 159981 · % of assets, Fixed fees, Other · $23.5 million AUMState registeredNo commissions reportedMrm Financial Advisors, LLC3001 Dallas Pkwy, Ste 750 · Frisco, TX 75034 · (214) 969-0400 · Financial planningCRD 290753 · % of assets · $76.9 million AUMState registeredNo commissions reportedOlimpio Neu & Associates, INC.6160 Warren Parkway, Suite 100 · Frisco, TX 75034 · (972) 392-1344 · Financial planningCRD 114752 · % of assets, Hourly charges, Fixed fees · $76.9 million AUMState registeredNo commissions reportedQuadcap Wealth Management, LLC2600 Network Blvd, Suite 300 · Frisco, TX 75034 · (972) 818-2400 · Financial planningCRD 151490 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedStonebridge Wealth Management, LLC6160 Warren Parkway, Suite 100 · Frisco, TX 75034 · (972) 418-2946 · % of assets managedCRD 146775 · % of assets · $134.6 million AUMSEC registeredNo commissions reportedSurepath Wealth Management, LLC6160 Warren Pkwy, Ste 100 · Frisco, TX 75034 · (817) 704-8707 · % of assets managedCRD 333020 · % of assets · $14.0 million AUMState registeredNo commissions reportedTectonic Advisors LLC17 Cowboys Way, Ste 250 · Frisco, TX 75034 · (713) 250-4200 · % of assets managedCRD 139713 · % of assets · $5.1 billion AUMSEC registeredNo commissions reportedTwo Pillars Asset Management2591 Dallas Parkway, Suite 300 · Frisco, TX 75034 · (833) 377-0051 · Financial planningCRD 300859 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedWave Wealth Management, LLC7000 Parkwood Blvd., Suite G300 · Frisco, TX 75034 · (972) 954-4100 · Financial planningCRD 285079 · % of assets, Fixed fees · $134.2 million AUMSEC registeredNo commissions reported