Fee-OnlyFinder

Advisers in Round Rock, TX

8 advisers in Round Rock — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Argent Wealth Management, INC.2251 Double Creek Dr, Suite 606 · Round Rock, TX 78664 · (512) 238-6883 · Financial planningCRD 135376 · % of assets, Hourly charges, Fixed fees · $172.4 million AUMSEC registeredNo commissions reportedClifton Myers Financial Advisory208 W. Bagdad Ave, Suite 5 · Round Rock, TX 78664 · (512) 218-8100 · % of assets managedCRD 132638 · % of assets · $2.2 million AUMState registeredNo commissions reportedDavis & Wehrle, LLC1104 S. Mays, Suite 105 · Round Rock, TX 78664 · (512) 346-1131 · Financial planningCRD 144572 · % of assets, Hourly charges, Fixed fees · $39.6 million AUMState registeredNo commissions reportedGreenbelt Investment Advisors, LLC100 E Main Street, Suite 101 · Round Rock, TX 78664 · (800) 617-3900 · Financial planningCRD 155704 · % of assets, Hourly charges, Fixed fees · $167.0 million AUMSEC registeredNo commissions reportedInked Investments1205 Rainbow Parke Dr · Round Rock, TX 78665 · (512) 786-0835 · Financial planningCRD 332181 · % of assets, Hourly charges, Performance-based fees · $901,000 AUMState registeredNo commissions reportedRia Wealth Advisors, LLC310 West Main Avenue · Round Rock, TX 78664 · (512) 218-7993 · % of assets managedCRD 312072 · % of assets · $126.5 million AUMSEC registeredNo commissions reportedSymphony Retirement Partners LLC1 Chisholm Trail, Bldg 1, Suite 450 · Round Rock, TX 78681 · (512) 337-8060 · Financial planningCRD 300990 · % of assets, Fixed fees · $39.2 million AUMState registeredNo commissions reportedTnt Asset Management, LLC105 E. Main Street · Round Rock, TX 78664 · (512) 255-1600 · Financial planningCRD 153309 · % of assets · $174.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Round Rock? 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.