Fee-OnlyFinder

Advisers in Longview, TX

3 advisers in Longview — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Belonging Wealth Management1405 Colony Circle · Longview, TX 75604 · (903) 471-0624 · Financial planningCRD 292974 · % of assets, Hourly charges, Fixed fees · $10.8 million AUMState registeredNo commissions reportedRose Wealth, LLC305 West Loop 281, Suite 101 · Longview, TX 75605 · (903) 331-0438 · % of assets managedCRD 334740 · % of assets · $5.9 million AUMState registeredNo commissions reportedTrio Advisors Longview LLC1500 Colony Circle · Longview, TX 75604 · (903) 759-9858 · Financial planningCRD 333333 · % of assets · $27.3 million AUMState registeredNo commissions reported
Talking to advisers in Longview? 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.