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 Sales
Waco, TexasCRD #105008
Typical Fee--
AUM$1.0B
Minimum--
Clients970

DISCIPLINED INVESTORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waco, TexasCRD #114614
Typical Fee--
AUM$702M
Minimum--
Clients1,510

JTS FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waco, TexasCRD #283677
Typical Fee--
AUM$181M
Minimum--
Clients6

WINNOW WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Waco, TexasCRD #317181
Typical Fee--
AUM$123M
Minimum--
Clients370
Fiduciary Advisors in Waco, Texas | FiduciaryListings