Heather Bates, Bates Wealth Strategies - Bates Wealth Strategies

San Angelo, Texas

First Legacy Wealth Management is a wealth management firm based in San Angelo, Texas, with an additional office in Big Spring, serving clients nationwide. The firm provides investment management, financial planning, and wealth advisory services to individuals, families, and business owners, with a stated focus on understanding client goals and priorities before making recommendations. Operating for more than 30 years, the firm's advisors offer in-person, phone, and virtual consultations and emphasize personalized financial roadmaps aligned with clients' short and long-term objectives.

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.