Fiduciary advisors in Katy, TX
3 registered advisers
Katy's working population and retirees create a client base for 3 SEC-registered fiduciary advisors in the area. 3 charge fees only, taking no commissions.
ENCOMPASS ADVISORY SERVICES, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$121M
Minimum--
Clients1,007
EQUILIBRIA WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$124M
Minimum--
Clients208
TRISPERITY ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$284M
Minimum--
Clients808