Fee-OnlyFinder

Advisers in Lewisville, TX

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

Financial planning (3)Flat / fixed fees (3)

All advisers

Bannerman Wealth2560 King Arthur Blvd, Suite 124-46 · Lewisville, TX 75056 · (214) 919-4448 · Financial planningCRD 284677 · % of assets, Fixed fees · $176.6 million AUMSEC registeredNo commissions reportedBright Wealth Management, LLC4400 State Highway 121, Suite 400 · Lewisville, TX 75056 · (972) 410-6623 · % of assets managedCRD 169771 · % of assets, Other · $265.0 million AUMSEC registeredNo commissions reportedFinancial Advantage2366 S. Uecker Lane, St 100 · Lewisville, TX 75067 · (214) 336-8038 · Financial planningCRD 127273 · % of assets, Fixed fees · $22.0 million AUMState registeredNo commissions reportedZuwa Financial LLC4400 State Hwy 121, Suite 300/#351 · Lewisville, TX 75056 · (972) 891-1831 · Financial planningCRD 285050 · % of assets, Hourly charges, Fixed fees · $740,059 AUMState registeredNo commissions reported
Talking to advisers in Lewisville? 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.