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Financial planning in Waco, TX

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

All 8

Bible & Sovereign Partners Financial Services2525 E Lakeshore Dr #1807 · Waco, TX 76705 · (254) 495-6899 · Financial planningCRD 299244 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedDisciplined Investors, L.L.C.100 North 6th Street, Suite 500 · Waco, TX 76701 · (254) 265-7410 · Financial planningCRD 114614 · % of assets, Hourly charges, Fixed fees · $941.6 million AUMSEC registeredNo commissions reportedNoble Advisory Group LLC6801 Sanger Ave, Suite 120a · Waco, TX 76710 · (254) 776-8899 · Financial planningCRD 282307 · Hourly charges, Other · $2.0 million AUMState registeredNo commissions reportedOpen Range Financial Group, LLC510 Austin Ave, Suite 118 · Waco, TX 76701 · (713) 706-3753 · Financial planningCRD 175296 · % of assets, Fixed fees · $77.3 million AUMState registeredNo commissions reportedThe Aspen Equity Group510 N. Valley Mills, Suite 404 · Waco, TX 76710 · (970) 925-1499 · Financial planningCRD 118282 · % of assets, Hourly charges, Fixed fees · $36.7 million AUMState registeredNo commissions reportedVan Duivendyk Capital Management6300 Cobbs Drive · Waco, TX 76710 · (254) 772-7311 · Financial planningCRD 114748 · % of assets, Hourly charges · $26.1 million AUMState registeredNo commissions reportedWardlaw Wealth Management LLC200 W. Highway 6, No.614 · Waco, TX 76712 · (254) 776-5310 · Financial planningCRD 315408 · % of assets, Hourly charges · $75.6 million AUMState registeredNo commissions reportedWinnacle Wealth, LLC200 W. Hwy 6, Suite 330 · Waco, TX 76712 · (254) 776-8400 · Financial planningCRD 317181 · % of assets, Hourly charges, Fixed fees · $145.0 million AUMSEC registeredNo commissions reported