Fee-OnlyFinder

Advisers in Tyler, TX

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

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Jonathan P.lundmark, Cpa,cfp5405 Troup Highway, Suite 201 · Tyler, TX 75707 · (903) 561-1040 · Financial planningCRD 127727 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedLegacy Group909 East Se Loop 323 Suite 210 · Tyler, TX 75701 · (903) 534-4900 · Financial planningCRD 134797 · % of assets, Hourly charges, Fixed fees · $89.4 million AUMState registeredNo commissions reportedMurray Securities, INC.909 Ese Loop 323, Suite 200 · Tyler, TX 75701 · (903) 561-5588 · % of assets managedCRD 142783 · % of assets · $116.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Tyler? 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.