Advisers in McAllen, TX

6 advisers in McAllen — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)% of assets managed (5)

All advisers

Animus Wealth Management, LLC.400 W. Nolana Ave, Suite H2 · McAllen, TX 78504 · (956) 651-4187 · Financial planningCRD 309189 · % of assets, Hourly charges, Fixed fees · $11.9 million AUMState registeredNo commissions reported Endurance Financial Planning, LLC2400 N 10th St., Suite B · McAllen, TX 78501 · (956) 630-7231 · Financial planningCRD 305583 · % of assets, Fixed fees · $101.8 million AUMSEC registeredNo commissions reported Idylian Capital813 N Main St, #211 · McAllen, TX 78501 · (956) 720-0268 · % of assets managedCRD 316887 · % of assets, Performance-based fees · $2.5 million AUMState registeredNo commissions reported Normaltown Financial LLC801 East Fern Avenue, Suite 109 · McAllen, TX 78501 · (956) 448-5251 · Financial planningCRD 334719 · % of assets, Hourly charges, Fixed fees · $1.1 million AUMState registeredNo commissions reported Vesica Wealth Acquisition11006 N 33rd Lane Apt 3 · McAllen, TX 78504 · (337) 516-4462 · Financial planningCRD 335828 · Hourly charges, Subscription fees, Fixed feesState registeredNo commissions reported Walter J. Reyna, INC.5315 N. McColl · McAllen, TX 78504 · (956) 682-4196 · Financial planningCRD 141173 · % of assets, Hourly charges · $74.8 million AUMState registeredNo commissions reported

Talking to advisers in McAllen? 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.