Fiduciary advisors in Fort Worth, TX

46 registered advisers

Fort Worth is a city where oil-and-gas royalties, ranching wealth, and Bass family philanthropy have shaped the advisory market for decades. The fee-only share stands at 89%, with 41 firms declining all forms of commission-based compensation.

ALTA FOX CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Fort Worth, TexasCRD #295816
Typical Fee--
AUM$564M
Minimum--
Clients2

ASPEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #159594
Typical Fee--
AUM$658M
Minimum--
Clients1,121

ASPENRIDGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #337220
Typical Fee--
AUM$335M
Minimum--
Clients1,352

BASIN OIL AND GAS MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Fort Worth, TexasCRD #289099
Typical Fee2.00%
AUM$482M
Minimum--
Clients5

BIOS CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #298955
Typical Fee--
AUM$272M
Minimum--
Clients24

BRAZOS WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #323508
Typical Fee--
AUM$131M
Minimum--
Clients376

CRESCENT REAL ESTATE LLC

Clean RecordAlso Compensated via Insurance
Fort Worth, TexasCRD #158397
Typical Fee--
AUM$4.3B
Minimum--
Clients37

CRESTLINE MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #122711
Typical Fee--
AUM$20.5B
Minimum--
Clients146

DEAN, JACOBSON FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #115879
Typical Fee--
AUM$467M
Minimum--
Clients859

DIESSLIN GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #110557
Typical Fee--
AUM$621M
Minimum--
Clients1,084

DOUBLE EAGLE FAMILY OFFICES, LLC

Fee-Only, No ConflictsClean Record
Fort Worth, TexasCRD #315523
Typical Fee--
AUM$531M
Minimum--
Clients102

FIRST COMMAND ADVISORY SERVICES

Fee-Only, No Conflicts
Fort Worth, TexasCRD #281958
Typical Fee--
AUM$24.4B
Minimum--
Clients113,591

HAZOOR PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #289744
Typical Fee--
AUM$393M
Minimum--
Clients6

HIGHPEAK ENERGY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #293928
Typical Fee--
AUM$1.2B
Minimum--
Clients2

HOLT CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #117863
Typical Fee--
AUM$1.0B
Minimum--
Clients138

JASPER RIDGE PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #144401
Typical Fee--
AUM$40.1B
Minimum--
Clients63

LONGHORN CAPITAL PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Fort Worth, TexasCRD #329221
Typical Fee--
AUM$54M
Minimum--
Clients2

LUMMIS ASSET MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #114357
Typical Fee--
AUM$227M
Minimum--
Clients155

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #110093
Typical Fee--
AUM$30.1B
Minimum--
Clients3,608

M2G VENTURES LLC

Clean RecordAlso Compensated via Insurance
Fort Worth, TexasCRD #322399
Typical Fee--
AUM$156M
Minimum--
Clients11

MICHELS FAMILY FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #319311
Typical Fee--
AUM$304M
Minimum--
Clients1,267

NOLET WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #329186
Typical Fee--
AUM$273M
Minimum--
Clients40

OVERRIDGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #115009
Typical Fee--
AUM$368M
Minimum--
Clients1,401

POINT BRIDGE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #168071
Typical Fee--
AUM$387M
Minimum--
Clients68

PUREWATER CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #166154
Typical Fee--
AUM$112M
Minimum--
Clients364

RHODES INVESTMENT ADVISORS, INC.

Clean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #114245
Typical Fee--
AUM$376M
Minimum--
Clients815

RIVERCREST CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #284911
Typical Fee--
AUM$335M
Minimum--
Clients3

ROGERS WEALTH GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #107409
Typical Fee--
AUM$961M
Minimum--
Clients855

SHELTON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #312686
Typical Fee--
AUM$364M
Minimum--
Clients477

SIGNAL SECURITIES, INC.

Also Compensated via Brokerage
Fort Worth, TexasCRD #15916
Typical Fee--
AUM$599M
Minimum--
Clients1,832

SMH CAPITAL ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Fort Worth, TexasCRD #108344
Typical Fee--
AUM$420M
Minimum--
Clients189

STEELHEAD CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #173440
Typical Fee--
AUM$225M
Minimum--
Clients21

STOREHOUSE FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #140738
Typical Fee--
AUM$208M
Minimum--
Clients3,029

STYRE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #289276
Typical Fee--
AUM$201M
Minimum--
Clients597

SUMMITTX CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #333741
Typical Fee--
AUM$8.2B
Minimum--
Clients3

SWMG, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #166688
Typical Fee--
AUM$320M
Minimum--
Clients1,388

TAILWIND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #150081
Typical Fee--
AUM$1.6B
Minimum--
Clients21

THE CAPITAL CHART ROOM, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #117980
Typical Fee--
AUM$333M
Minimum--
Clients255

TPG CAPITAL ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Fort Worth, TexasCRD #159738
Typical Fee--
AUM$119.0B
Minimum--
Clients116

TPG GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #159732
Typical Fee--
AUM$147.4B
Minimum--
Clients179

TPG RE FINANCE TRUST MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #288851
Typical Fee--
AUM$3.7B
Minimum--
Clients1

TPG REAL ESTATE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #170731
Typical Fee--
AUM$15.6B
Minimum--
Clients34

TPG SOLUTIONS ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #313020
Typical Fee--
AUM$6.1B
Minimum--
Clients21

TRINITY INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Fort Worth, TexasCRD #133873
Typical Fee--
AUM$126M
Minimum--
Clients96

VORTUS INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Worth, TexasCRD #166178
Typical Fee--
AUM$403M
Minimum--
Clients8

WPWEALTH LLP

Fee-Only, No ConflictsClean Record
Fort Worth, TexasCRD #145467
Typical Fee--
AUM$1.0B
Minimum--
Clients2,581
Fiduciary Advisors in Fort Worth, Texas | FiduciaryListings