Fee-OnlyFinder

Advisers in Rowlett, TX

3 advisers in Rowlett — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Flb Capital Management, LLC4514 Rowlett Rd, Ste 120 · Rowlett, TX 75088 · (214) 227-5254 · Financial planningCRD 146379 · % of assets, Hourly charges, Fixed fees · $1.5 million AUMState registeredNo commissions reportedNestegg Wealth Advisors5706 Rowlett Road, Ste 200 · Rowlett, TX 75089 · (972) 412-6064 · Financial planningCRD 284016 · Fixed fees, OtherState registeredNo commissions reportedWhitestone Wealth Advisors, LLC4702 Rowlett Rd., Ste 102 · Rowlett, TX 75088 · (972) 475-2461 · % of assets managedCRD 299381 · % of assets · $18.8 million AUMState registeredNo commissions reported
Talking to advisers in Rowlett? 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.