First Legacy Wealth Management

Hudson Oaks, Texas

Cox Financial Group is an investment advisory firm in Hudson Oaks, Texas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 23 Google reviews.

San Antonio, Texas

Exencial Wealth Advisors is a San Antonio-based firm serving business owners, corporate executives, pre-retirees, and high-net-worth individuals with financial planning, investment management, and wealth management services. The firm operates on a percentage-of-assets-under-management fee structure for wealth management, with financial planning fees starting at $2,500, and employs a three-phase process (Evaluate, Execute, Evolve) to align client goals with investment strategy. The firm manages customizable portfolios using an open-architecture platform and coordinates tax planning, income projections, and tax return filing with broader financial and estate planning. With approximately 5.9 billion in assets under management and 110 employees across 15 offices, the firm caters to clients with complex financial situations, including those with investable assets exceeding $2 million.

Frisco, Texas

United Capital Financial Advisors is an investment advisory firm in Frisco, Texas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Sugar Land, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Sugar Land, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.