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Financial planning in Irving, TX

4 advisers in Irving offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

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 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