Fee-OnlyFinder

Advisers in Spring, TX

5 advisers in Spring — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (4)% of assets managed (4)

All advisers

Magnolia Wealth8900 Eastloch Dr., Bldg 105 · Spring, TX 77379 · (281) 576-9531 · Financial planningCRD 330124 · % of assets, Fixed fees · $101.5 million AUMState registeredNo commissions reportedOsgood Capital Management, INC.400 Randal Way, Suite 300 · Spring, TX 77388 · (281) 350-6700 · Financial planningCRD 314713 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMState registeredNo commissions reportedSonnet, LLC18935 I-45 North · Spring, TX 77388 · (281) 404-4346 · % of assets managedCRD 282882 · % of assets · $148.4 million AUMSEC registeredNo commissions reportedStability Partners Advisory Group, LLC9070 Gleannloch Forest Drive, Suite 400 · Spring, TX 77379 · (832) 559-8393 · Financial planningCRD 165880 · % of assets, Fixed fees, Other · $140.9 million AUMSEC registeredNo commissions reportedWealth Management Investment Advisors, LLC18935 I-45 North · Spring, TX 77389 · (281) 444-2220 · Financial planningCRD 170852 · Fixed fees, OtherState registeredNo commissions reported
Talking to advisers in Spring? 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.