Top financial advisors in Cedar Park, TX
We’ve curated a list of the best financial advisors in Cedar Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$231,000,000
Number of advisors
2 advisors
| $231,000,000 | 2 advisors | |
| 2 |
Assets under management
$147,905,060
Number of advisors
12 advisors
| $147,905,060 | 12 advisors | |
| 3 |
Assets under management
$116,298,081
Number of advisors
3 advisors
| $116,298,081 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cedar Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cedar Park. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
True Financial Group
True Financial Group, operating as TrueFG, LLC, is a registered investment adviser based in Cedar Park, TX, established in 2017. The firm offers wrap asset management, investment consulting, financial planning, and retirement plan consulting services. True Financial Group acts as a fiduciary, always prioritizing clients' best interests. Clients can expect services tailored to their financial goals, risk tolerance, and time horizons. The firm provides individualized investment advice for portfolio management clients and general investment advice for financial planning, retirement plan consulting, and tax preparation clients. True Financial Group manages $346 million on a discretionary basis as of December 31, 2024. Fees for financial planning range from $500 to $2,000, while retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.25%. The firm does not charge performance-based fees and offers wrap fee accounts managed according to clients' objectives. Clients have the option to grant investment discretion to the firm, allowing True Financial Group to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities.
$231,000,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesBoyce & Associates Wealth Consulting, Inc.
Boyce & Associates Wealth Consulting, Inc. is a financial advisory firm based in Cedar Park, Texas. It currently has approximately $147,905,060 of assets under management and employs about 12 people. Boyce & Associates Wealth Consulting, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$147,905,060 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEmpower Wealth Management
Donato Wealth Management, PLLC, operating as Empower Wealth Management, is a registered investment adviser based in Cedar Park, Texas. Established by Philip D. Capriotti, Sr., the firm offers tailored investment advisory services, including financial planning, portfolio management, and pension consulting. Financial planning services encompass cash flow analysis, retirement planning, insurance analysis, portfolio analysis, education savings, and estate planning. Portfolio management services are provided on a discretionary basis, with investment decisions made based on client objectives. The firm utilizes sub-advisers for back-office support and model portfolios. Empower Wealth Management charges an annual advisory fee of up to 2.00% for assets under management. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, pension plans, trusts, and corporations, with a minimum account size of $10,000. Empower Wealth Management does not vote proxies and does not have custody of client funds. The firm does not engage in directed brokerage and reviews accounts at least annually. Empower Wealth Management does not compensate third parties for client referrals and does not engage in solicitation for insurance products. The firm's financial condition is stable, with no financial commitments impairing its ability to meet client obligations. As an SEC-registered adviser, state registration requirements do not apply.
$116,298,081 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cedar Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cedar Park. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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