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Financial planning in McAllen, TX

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

All 5

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 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