Fee-OnlyFinder

Advisers in Irving, TX

5 advisers in Irving — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)% of assets managed (4)

All advisers

Cottonwood Capital Advisors105 Decker Court Suite 730 · Irving, TX 75062 · (972) 573-4030 · Financial planningCRD 322366 · % of assets, Fixed fees, Performance-based fees · $347.3 million AUMSEC registeredNo commissions reportedEmpowerment Financial Advisors LLC5215 N O'Connor Blvd, Floor 12, Office 12-119 · Irving, TX 75039 · (469) 660-5332 · Financial planningCRD 314497 · % of assets, Hourly charges · $9.3 million AUMState registeredNo commissions reportedPrivus Financial, LLCTower 909 Building, 909 Lake Carolyn Parkway, Suite 100 · Irving, TX 75039 · (214) 389-7875 · Financial planningCRD 291495 · Fixed fees, OtherState registeredNo commissions reportedSequoia Private Wealth Management, LLC8951 Cypress Waters Blvd, Ste 160 · Irving, TX 75019 · (214) 673-9938 · % of assets managedCRD 174527 · % of assets · $46.6 million AUMState registeredNo commissions reportedUnited Capital Financial Advisors125 E John Carpenter Frwy, Suite 1300 · Irving, TX 75062 · (972) 822-2055 · Financial planningCRD 134600 · % of assets, Hourly charges, Fixed fees · $24.6 billion AUMSEC registeredNo commissions reported
Talking to advisers in Irving? 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.