Fiduciary advisors in The Woodlands, TX

25 registered advisers

Across The Woodlands's advisory market, 25 firms maintain SEC registration as fiduciaries. The fee-only share stands at 100%, with 25 firms declining all forms of commission-based compensation. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

AVION WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #134242
Typical Fee--
AUM$849M
Minimum--
Clients1,523

AWM FINANCIAL SERVICES INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #144351
Typical Fee--
AUM$234M
Minimum--
Clients1,345

BELLATORE FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #143543
Typical Fee--
AUM$565M
Minimum--
Clients1,739

BISON INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
The Woodlands, TexasCRD #149775
Typical Fee--
AUM$140M
Minimum--
Clients304

CHJ WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #154238
Typical Fee1.00%
AUM$540M
Minimum$500,000
Clients681

COOKSEN WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #300451
Typical Fee--
AUM$179M
Minimum--
Clients319

DIAMOND CLIENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #310570
Typical Fee--
AUM$117M
Minimum--
Clients628

ENDEAVOR ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #324925
Typical Fee--
AUM$177M
Minimum--
Clients371

ERGUZ, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #168009
Typical Fee--
AUM$804M
Minimum--
Clients158

EW HEALTHCARE PARTNERS

Fee-Only, No Conflicts
The Woodlands, TexasCRD #158263
Typical Fee2.00%
AUM$2.0B
Minimum--
Clients19

HFG WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
The Woodlands, TexasCRD #148406
Typical Fee--
AUM$461M
Minimum--
Clients1,447

IAS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #112486
Typical Fee--
AUM$496M
Minimum--
Clients865

LEGACY CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #332184
Typical Fee0.10%
AUM$194M
Minimum--
Clients741

NEWPORT GLOBAL ADVISORS L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #139368
Typical Fee--
AUM$187M
Minimum--
Clients6

OUTLOOK WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #291465
Typical Fee--
AUM$543M
Minimum--
Clients570

PEIRCE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #142654
Typical Fee--
AUM$457M
Minimum--
Clients977

POSITION WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #325116
Typical Fee--
AUM$242M
Minimum--
Clients215

QUATTRO FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #284852
Typical Fee--
AUM$1.4B
Minimum--
Clients281

QVIDTVM MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
The Woodlands, TexasCRD #309456
Typical Fee--
AUM$459M
Minimum--
Clients4

RHAME & GORRELL WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #283027
Typical Fee1.30%
AUM$1.0B
Minimum--
Clients2,281

ROCKLAND CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #156791
Typical Fee--
AUM$2.7B
Minimum--
Clients10

THE SUM

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #297658
Typical Fee--
AUM$551M
Minimum--
Clients949

THREADGILL FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #174865
Typical Fee--
AUM$376M
Minimum--
Clients870

WATERWAY WEALTH MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #164975
Typical Fee--
AUM$553M
Minimum--
Clients948

WHITE WING WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
The Woodlands, TexasCRD #226524
Typical Fee--
AUM$183M
Minimum--
Clients500
Fiduciary Advisors in The Woodlands, Texas | FiduciaryListings