Fee-OnlyFinder

Advisers in West Lake Hills, TX

2 advisers in West Lake Hills — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Avondale Wealth Management LLC4407 Bee Cave Rd., Suite 421 · West Lake Hills, TX 78746 · (512) 505-8148 · Financial planningCRD 152590 · % of assets, Fixed fees · $326.7 million AUMSEC registeredNo commissions reportedEltekon Advisors, LLC.3839 Bee Caves Rd, Suite 120 · West Lake Hills, TX 78746 · (512) 477-3200 · Financial planningCRD 115371 · % of assets, Hourly charges, Fixed fees · $340.0 million AUMSEC registeredNo commissions reported
Talking to advisers in West Lake Hills? 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.