Fee-OnlyFinder

% of assets managed in McAllen, TX

5 advisers in McAllen offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(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 reportedEndurance 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 reportedIdylian 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 reportedNormaltown 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 reportedWalter 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