Top financial advisors in Round Rock, TX
We’ve curated a list of the best financial advisors in Round Rock, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$29,562,539
Number of advisors
2 advisors
| $29,562,539 | 2 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 Round Rock, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Round Rock. 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.
Davis & Wehrle, LLC
Davis & Wehrle, LLC, established in 2006, is led by Managing Member Mark E. Wehrle, who holds professional designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF®). Wehrle's educational background includes a Bachelor of Arts in Economics from Rice University. The firm discloses that no management person has been involved in any arbitration claims or civil proceedings. Wehrle is also a licensed insurance agent, with insurance sales accounting for less than 10% of his time. Clients are informed of potential conflicts of interest related to insurance product recommendations and sales, as Wehrle may receive additional compensation and incentive awards for such recommendations. The firm requires disclosure of these conflicts. Wehrle is supervised by the Chief Compliance Officer, Kevin T. Davis. The firm has no reportable events for State-Registered Advisers. Clients can find more information about Wehrle on the SEC's website using specific identification numbers.
$29,562,539 under management
2 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 Round Rock, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Round Rock. 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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