Fee-OnlyFinder

% of assets managed in Georgetown, TX

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

All 3

Growth 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