Fiduciary advisors in Allen, TX

Allen, Texas

Ascend Financial Group in Allen, Texas offers retirement planning, estate planning, investment management, and insurance analysis with a focus on integrated strategy across income, taxes, and legacy. The firm uses its proprietary RothEdge software to model tax scenarios including Roth conversions, required minimum distributions, and Social Security optimization. Services span income protection modeling, trust creation and funding, capital gains strategy, and coordinated planning that treats retirement income, tax positioning, and estate structure as interconnected components rather than separate decisions.

Allen, Texas

North Texas Wealth Management is an investment advisory firm in Allen, Texas. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 46 Google reviews.

Allen, Texas

Fee Structure Min 100,000 Independent RIA

Revere Asset Management is an SEC-registered independent investment advisor in Allen, Texas that provides active portfolio management, retirement planning, and estate planning services on a fee-only basis. The firm operates as a fiduciary and emphasizes rules-based investment strategies designed to manage downside risk in volatile market conditions. Revere serves investors seeking direct access to their portfolio manager and transparent communication about investment strategy and rationale.