Fee-OnlyFinder

Advisers in Southlake, TX

20 advisers in Southlake — 20 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (14)Hourly fees (5)Flat / fixed fees (10)Retirement plan consulting (3)

All advisers

Arcon Wealth Management100 Ginger Court · Southlake, TX 76092 · (817) 224-2224 · Financial planningCRD 144137 · % of assets, Hourly charges, Fixed fees · $33.2 million AUMState registeredNo commissions reportedAspen Creek Wealth Management, LLC950 E State Highway 114, Ste. 160 · Southlake, TX 76092 · (817) 400-9905 · Financial planningCRD 160649 · % of assets, Hourly charges, Fixed fees · $38.5 million AUMState registeredNo commissions reportedBow Stream Investments LLC550 Reserve Street, Suite 190 · Southlake, TX 76092 · (646) 535-9721 · % of assets managedCRD 292230 · % of assets, Performance-based fees · $10.4 million AUMState registeredNo commissions reportedCorps Capital Advisors, LLC1900 W Kirkwood Blvd., Suite 1400b · Southlake, TX 76092 · (214) 452-2300 · Financial planningCRD 304643 · % of assets, Hourly charges · $270.3 million AUMSEC registeredNo commissions reportedHoover Capital Management, LLC1560 E. Southlake Blvd., Suite 100 · Southlake, TX 76092 · (817) 259-3100 · % of assets managedCRD 283177 · % of assets · $8.3 million AUMState registeredNo commissions reportedKpc Financial Solutions, LLC300 Morrison Park Drive, Suite 130 · Southlake, TX 76092 · (877) 572-7526 · Financial planningCRD 317107 · % of assets · $75.5 million AUMState registeredNo commissions reportedMills Wealth Advisors, LLC1207 S. White Chapel Blvd, Suite 150 · Southlake, TX 76092 · (817) 416-7300 · Financial planningCRD 159251 · % of assets, Hourly charges, Fixed fees · $548.7 million AUMSEC registeredNo commissions reportedMuch Wealth Management, INC.640 N Carroll Ave, Suite 100 · Southlake, TX 76092 · (866) 677-1600 · Financial planningCRD 150356 · % of assets, Fixed fees · $37.1 million AUMState registeredNo commissions reportedOne Xvi Wealth1560 E Southlake Blvd., Suite 100 · Southlake, TX 76092 · (817) 753-0018 · Financial planningCRD 329940 · % of assets, Hourly charges, Fixed fees · $52.9 million AUMState registeredNo commissions reportedOpenair Financial, LLC280 Miron Drive · Southlake, TX 76092 · (214) 233-6059 · Financial planningCRD 300362 · % of assets, Fixed fees · $318.0 million AUMSEC registeredNo commissions reported
Orser Capital Management LLC566 North Kimball Avenue, Suite 100 · Southlake, TX 76092 · (817) 697-2385 · % of assets managedCRD 144847 · % of assets · $289.8 million AUMSEC registeredNo commissions reportedPrestige Wealth Management3120 Sabre Drive, Suite 160 · Southlake, TX 76092 · (817) 637-8121 · Financial planningCRD 336264 · % of assets, Fixed fees · $148.4 million AUMSEC registeredNo commissions reportedPro Capital LLC578 North Kimball Avenue, Suite 120 · Southlake, TX 76092 · (817) 912-1223 · % of assets managedCRD 334371 · % of assets · $64.0 million AUMState registeredNo commissions reportedRidgewood Wealth Management LLC180 State Street, Suite 225 · Southlake, TX 76092 · (817) 301-5190 · Financial planningCRD 302033 · % of assets · $25.2 million AUMState registeredNo commissions reportedSolutions 4 Wealth566 North Kimball Ave, Suite 120 · Southlake, TX 76092 · (817) 934-7010 · Financial planningCRD 143248 · % of assets, Fixed fees · $189.4 million AUMSEC registeredNo commissions reportedSt. James Investment Company, LLC535 S. Kimball Avenue, Suite 140 · Southlake, TX 76092 · (214) 484-7250 · % of assets managedCRD 124777 · % of assets · $660.6 million AUMSEC registeredNo commissions reportedStranberg Capital LLC1121 S. Carroll, Suite 230 · Southlake, TX 76092 · (817) 343-0280 · % of assets managedCRD 114581 · % of assets · $103.0 million AUMState registeredNo commissions reportedTherawealth, LLC1560 E Southlake Blvd, Suite 100 · Southlake, TX 76092 · (682) 593-9979 · Financial planningCRD 337978 · % of assets, Fixed fees · $8.3 million AUMState registeredNo commissions reportedTl Private Wealth165 S Kimball Ave, Suite 120 · Southlake, TX 76092 · (682) 831-1048 · Financial planningCRD 167818 · % of assets · $364.5 million AUMSEC registeredNo commissions reportedTrinity Portfolio Advisors, LLC121 Countryside Court, Suite 140 · Southlake, TX 76092 · (817) 416-7227 · Financial planningCRD 151721 · % of assets, Fixed fees · $530.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Southlake? 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.