Fee-OnlyFinder

Advisers in Kingwood, TX

8 advisers in Kingwood — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (7)Flat / fixed fees (7)% of assets managed (7)

All advisers

D.h. Hill Advisors, INC.1543 Green Oak Place, Suite 200 · Kingwood, TX 77339 · (832) 644-1852 · Financial planningCRD 116324 · % of assets, Hourly charges, Fixed fees · $226.4 million AUMSEC registeredNo commissions reportedKingwood Investment Group22001 Northpark Drive, Suite 245 · Kingwood, TX 77339 · (281) 359-7900 · Financial planningCRD 330330 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedLifeplan Financial Services, LP1521 Green Oak Place, #194 · Kingwood, TX 77339 · (281) 446-7667 · Financial planningCRD 156548 · % of assets, Hourly charges, Fixed fees · $96.1 million AUMState registeredNo commissions reportedMtr Financial Services, LLC900 Rockmead Drive, Suite 151 · Kingwood, TX 77339 · (281) 913-1844 · Financial planningCRD 149078 · % of assets, Hourly charges · $119.9 million AUMSEC registeredNo commissions reportedRoth Financial Partners LLC855 Rockmead Drive, Suite 703 · Kingwood, TX 77339 · (281) 973-8816 · Financial planningCRD 309814 · % of assets, Hourly charges, Fixed fees · $460.1 million AUMSEC registeredNo commissions reportedSilverstone Private Wealth1525 Lakeville Drive, Ste 123 · Kingwood, TX 77339 · (281) 400-9030 · Financial planningCRD 338605 · % of assets, Fixed fees · $1.0 million AUMState registeredNo commissions reportedUS 1st Wealth Management1110 Kingwood Drive, 102a · Kingwood, TX 77339 · (281) 445-4869 · Financial planningCRD 117979 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedWhitfill Investment Management, LLC1408 Stonehollow Dr, Suite A-400 · Kingwood, TX 77339 · (281) 812-4555 · Financial planningCRD 128668 · % of assets, Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reported
Talking to advisers in Kingwood? 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.