Fiduciary advisors in Waco, TX
4 registered advisers
At last count, 4 SEC-registered fiduciary firms operate out of Waco, Texas. Fee-only firms account for 4 of that total.
ACADEMY CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients970
DISCIPLINED INVESTORS, L.L.C.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$702M
Minimum--
Clients1,510
JTS FUND ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$181M
Minimum--
Clients6
WINNOW WEALTH, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$123M
Minimum--
Clients370