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Advisers in Richardson, TX

16 advisers in Richardson — 16 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (8)Flat / fixed fees (11)Retirement plan consulting (7)

All advisers

Bland Garvey Wealth Advisors, LLC2600 North Central Expressway, Suite 550 · Richardson, TX 75080 · (972) 231-2503 · Hourly feesCRD 140066 · % of assets, Hourly charges · $241.2 million AUMSEC registeredNo commissions reportedBluechip Financial Planning, INC.2435 North Central Expressway, Suite 1217 · Richardson, TX 75080 · (972) 669-4102 · Financial planningCRD 114944 · % of assets, Hourly charges, Fixed fees · $42.8 million AUMState registeredNo commissions reportedBowie Capital Management, LLC740 E. Campbell Rd., Suite 830 · Richardson, TX 75081 · (214) 712-4951 · Financial planningCRD 171023 · % of assets, Performance-based fees · $2.8 billion AUMSEC registeredNo commissions reportedDhl Wealth Management LLC2435 N Central Expressway, 775 · Richardson, TX 75088 · (800) 402-8862 · Financial planningCRD 325335 · % of assets, Fixed fees · $7.5 million AUMState registeredNo commissions reportedGenerational Wealth Advisors3400 North Central Expressway, Suite 100 · Richardson, TX 75080 · (972) 378-1795 · Financial planningCRD 135145 · % of assets, Hourly charges, Fixed fees · $568.8 million AUMSEC registeredNo commissions reportedGfn Capital Management300 N. Coit Road, Suite 1300 · Richardson, TX 75080 · (972) 385-0007 · Flat / fixed feesCRD 139403 · % of assets, Subscription fees, Fixed fees · $120.1 million AUMSEC registeredNo commissions reportedGuiding Wealth Management, LLC2007 N. Collins Blvd, Ste 503 · Richardson, TX 75080 · (214) 810-3835 · Financial planningCRD 175242 · % of assets, Hourly charges, Fixed fees · $59.4 million AUMState registeredNo commissions reportedJardine Financial Group2435 N Central Expy 12th Floor · Richardson, TX 75080 · (972) 764-4333 · % of assets managedCRD 175449 · % of assets · $75.4 million AUMState registeredNo commissions reportedLd Lowe Wealth Advisory1100 East Campbell Road, Suite 200 · Richardson, TX 75081 · (972) 335-2523 · Financial planningCRD 136596 · % of assets, Hourly charges, Fixed fees · $118.8 million AUMSEC registeredNo commissions reportedLemnis Capital2400 Lakeside Blvd, Suite 200 · Richardson, TX 75082 · (972) 928-6196 · Financial planningCRD 340137 · % of assets, Fixed fees · $97.9 million AUMSEC registeredNo commissions reported
Northill Aims, LLC3400 N Central Expressway, Suite 110-220 · Richardson, TX 75080 · (972) 480-6202 · % of assets managedCRD 339338 · % of assets · $249.5 million AUMSEC registeredNo commissions reportedOlympus Capital, LLC3400 North Central Expressway, Suite 110 · Richardson, TX 75080 · (214) 999-1140 · Financial planningCRD 310659 · % of assets, Hourly charges, Fixed fees · $55.3 million AUMState registeredNo commissions reportedOrion Wealth Management LLC3400 N. Central Expy., Ste. 110 -317 · Richardson, TX 75080 · (972) 891-8609 · % of assets managedCRD 313698 · % of assets · $16.5 million AUMState registeredNo commissions reportedSendera Wealth Advisors3400 N Central Expy, Suite 110-210 · Richardson, TX 75080 · (972) 332-1644 · Financial planningCRD 333652 · % of assets, Fixed fees · $16.7 million AUMState registeredNo commissions reportedStrategic Wealth Planning2929 North Central Expressway, Suite 200 · Richardson, TX 75080 · (214) 727-6000 · Financial planningCRD 149134 · % of assets, Hourly charges, Fixed fees · $208.6 million AUMSEC registeredNo commissions reportedTuggle & Russell, L.L.C.101 W Renner Road, Suite 445 · Richardson, TX 75082 · (972) 788-4703 · Financial planningCRD 124177 · % of assets, Hourly charges, Fixed fees · $14.4 million AUMState registeredNo commissions reported
Talking to advisers in Richardson? 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.