Fee-OnlyFinder

Advisers in Wichita Falls, TX

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

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Mercantile Investment Advisors901 Indiana Ave, Suite 450 · Wichita Falls, TX 76301 · (940) 723-5565 · % of assets managedCRD 165094 · % of assets · $146.0 million AUMSEC registeredNo commissions reportedPersonal Money Planning, LLC4245 Kemp Blvd Suite 1007 · Wichita Falls, TX 76308 · (940) 692-6885 · Financial planningCRD 112178 · % of assets, Hourly charges, Fixed fees · $126.7 million AUMSEC registeredNo commissions reportedSentry Management INC5 Eureka Circle, Suite E · Wichita Falls, TX 76308 · (940) 696-2100 · Flat / fixed feesCRD 107379 · % of assets, Fixed fees, Other · $5.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Wichita Falls? 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.