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Financial planning in Lewisville, TX

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

All 3

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 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