Fee-OnlyFinder

Advisers in Georgetown, TX

4 advisers in Georgetown — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

% of assets managed (3)

All advisers

Dversify Advisors LLC501 S Austin Ave Suite 1220 · Georgetown, TX 78626 · (888) 415-6112 · Financial planningCRD 342124 · Subscription feesState registeredNo commissions reportedGrowth Horizons Wealth Management LLC601 Quail Valley Dr. · Georgetown, TX 78626 · (512) 316-7207 · Financial planningCRD 328037 · % of assets, Hourly charges, Fixed fees · $58.3 million AUMState registeredNo commissions reportedModern Financial Planning501 South Austin Avenue, Suite 1220-312 · Georgetown, TX 78626 · (510) 519-7009 · Financial planningCRD 297193 · % of assets, Fixed fees · $116.0 million AUMSEC registeredNo commissions reportedSage Wealth Planning116 W 8th Street, Unit 207 · Georgetown, TX 78626 · (231) 221-2448 · Financial planningCRD 300747 · % of assets, Fixed fees · $127.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Georgetown? 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.