Fiduciary advisors in Addison, TX

8 registered advisers

Investors in Texas are not limited to major metros for fiduciary advice. Addison alone has 8 SEC-registered fiduciary firms, 6 of them fee-only.

CEDAR SPRINGS ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Addison, TexasCRD #290855
Typical Fee--
AUM$232M
Minimum--
Clients5

FOCUS 401 (K) GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Addison, TexasCRD #172217
Typical Fee--
AUM$170M
Minimum--
Clients27

FOUNDATION ENERGY MANAGEMENT

Fee-Only, No ConflictsClean Record
Addison, TexasCRD #161141
Typical Fee--
AUM$308M
Minimum--
Clients6

MGB WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Addison, TexasCRD #307995
Typical Fee--
AUM$422M
Minimum--
Clients305

PCIM REALTY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Addison, TexasCRD #313281
Typical Fee--
AUM$693M
Minimum--
Clients3

PHOENIX CAPITAL REALTY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Addison, TexasCRD #161129
Typical Fee--
AUM$168M
Minimum--
Clients2

REDWOOD FAMILY WEALTH LLC

Clean RecordAlso Compensated via Brokerage
Addison, TexasCRD #334013
Typical Fee1.50%
AUM$222M
Minimum--
Clients873

WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

Also Compensated via Brokerage
Addison, TexasCRD #144172
Typical Fee--
AUM$171M
Minimum--
Clients327
Fiduciary Advisors in Addison, Texas | FiduciaryListings