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 Sales
Katy, TexasCRD #283574
Typical Fee--
AUM$121M
Minimum--
Clients1,007

EQUILIBRIA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Katy, TexasCRD #311785
Typical Fee--
AUM$124M
Minimum--
Clients208

TRISPERITY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Katy, TexasCRD #142438
Typical Fee--
AUM$284M
Minimum--
Clients808
Fiduciary Advisors in Katy, Texas | FiduciaryListings