Advisers in Victoria, TX

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

Financial planning (4)Flat / fixed fees (3)

All advisers

Baucom Wealth Management LLC101 W Goodwin Ave, Suite 560 · Victoria, TX 77901 · (361) 579-2024 · Financial planningCRD 332763 · % of assets, Fixed fees · $5.3 million AUMState registeredNo commissions reported Keller Wealth Advisors101 South Main St. Suite 300 · Victoria, TX 77901 · (361) 573-4383 · Financial planningCRD 111610 · % of assets, Fixed fees · $923.1 million AUMSEC registeredNo commissions reported P&p Wealth Management LLC505 Salem Rd. · Victoria, TX 77904 · (361) 572-4703 · % of assets managedCRD 158469 · % of assets · $600,000 AUMState registeredNo commissions reported Sather Financial Group, INC.120 E. Constitution St · Victoria, TX 77901 · (361) 570-1800 · Financial planningCRD 109344 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported Yendrey Wealth Management LLC5606 North Navarro Suite 200-J · Victoria, TX 77904 · (361) 648-7889 · Financial planningCRD 298940 · % of assets, Hourly charges · $11.0 million AUMState registeredNo commissions reported

Talking to advisers in Victoria? 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.