Fee-OnlyFinder

% of assets managed in Midland, TX

6 advisers in Midland offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 6

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 reportedCargile 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 reportedEight 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 reportedHorizons 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 reportedRedemption Capital800 N Marienfeld, Suite 101 · Midland, TX 79701 · (432) 236-0866 · Financial planningCRD 310824 · % of assets, Hourly charges · $237.3 million AUMSEC registeredNo commissions reportedTrinchera 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