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Financial planning in Southlake, TX

14 advisers in Southlake offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

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 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 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 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 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 reported
Solutions 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 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