Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Asset Allocation
- Investment Management
- Mutual Funds
- Retirement
- Stocks & Bonds
How Planner Charges
Considerations: Wealth Management Service: $5k + 0.25% of AUM per year, Investment Advisory Service: $3.5k + 0.25% of AUM per year, $240/hr, $4.0k for Comprehensive Financial Plan, $2.5k for Investment Plan, www.awmtx.com for more details
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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2251 Double Creek Drive
Suite 606
Round Rock
TX
78664-3831
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Select
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2251 Double Creek Drive
Suite 606
Round Rock
TX
78664-3831
|
|
Select
|
|
2251 Double Creek Drive
Suite 606
Round Rock
TX
78664-3831
|
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