Advisers in Midland, TX

7 advisers in Midland — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (5)Flat / fixed fees (4)% of assets managed (6)

All advisers

Baker Gallo4912 N Midkiff Rd · Midland, TX 79705 · (432) 682-1597CRD 337609 · OtherState registeredNo commissions reported Beyond Balanced Financial Planning, LLC223 W Wall Street, Suite 215 · Midland, TX 79701 · (432) 219-8050 · Financial planningCRD 290690 · % of assets, Hourly charges, Fixed fees · $27.3 million AUMState registeredNo commissions reported Cargile Investment Management415 West Wall Street, Suite 2200 · Midland, TX 79701 · (432) 617-1394 · % of assets managedCRD 116982 · % of assets · $394.6 million AUMSEC registeredNo commissions reported Eight 31 Financial, LLC3200 Mockingbird Lane, Building 7, Suite 204 · Midland, TX 79705 · (423) 282-0251 · Hourly feesCRD 327632 · % of assets, Hourly charges, Fixed fees · $532.4 million AUMSEC registeredNo commissions reported Horizons Financial Planning3009 N Big Spring · Midland, TX 79705 · (432) 559-3300 · Financial planningCRD 308216 · % of assets, Hourly charges, Fixed fees · $72.7 million AUMState registeredNo commissions reported Redemption Capital800 N Marienfeld, Suite 101 · Midland, TX 79701 · (432) 236-0866 · Financial planningCRD 310824 · % of assets, Hourly charges · $237.3 million AUMSEC registeredNo commissions reported Trinchera Investments, LLC415 W Wall St Ste 2203 · Midland, TX 79701 · (432) 978-8667 · Financial planningCRD 340715 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported

Talking to advisers in Midland? 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.