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Financial planning in Victoria, TX

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

All 4

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 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