Fee-OnlyFinder

Advisers in San Angelo, TX

2 advisers in San Angelo — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Outlier Financial Partners, LLC133 W Concho Ave, Suite 207 · San Angelo, TX 76903 · (325) 223-2800 · Financial planningCRD 330474 · % of assets, Fixed fees, Other · $24.6 million AUMState registeredNo commissions reportedPlagens & Taylor Wealth Management517 W. Twohig Avenue · San Angelo, TX 76903 · (325) 486-8600 · % of assets managedCRD 335178 · % of assets · $318.3 million AUMSEC registeredNo commissions reported
Talking to advisers in San Angelo? 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.