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% of assets managed in Kingwood, TX

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

All 7

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 reported Kingwood 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 reported Lifeplan 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 reported Mtr 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 reported Roth 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 reported Silverstone 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 reported Whitfill 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