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Financial planning in Round Rock, TX

6 advisers in Round Rock offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

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 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 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