Fee-OnlyFinder

Advisers in Katy, TX

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

Hourly fees (3)

All advisers

Cris Capital, LTD.24285 Katy Fwy, Suite 300 · Katy, TX 77450 · (281) 665-3081 · % of assets managedCRD 281642 · % of assets · $18.5 million AUMState registeredNo commissions reportedEncompass Advisory Services, LLC23114 Seven Meadows Parkway · Katy, TX 77494 · (281) 371-6300 · Financial planningCRD 283574 · % of assets, Hourly charges, Subscription fees · $121.3 million AUMSEC registeredNo commissions reportedEquilibria Wealth Management, LLC24285 Katy Freeway, Suite 300 · Katy, TX 77494 · (432) 617-7788 · Hourly feesCRD 311785 · % of assets, Hourly charges · $130.4 million AUMSEC registeredNo commissions reportedTrisperity Advisors, LLC22202 Highland Knolls Drive · Katy, TX 77450 · (281) 395-1021 · Financial planningCRD 142438 · % of assets, Hourly charges, Fixed fees · $335.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Katy? 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.