TX · Granbury

Fiduciary advisors in Granbury, TX

1 advisor with offices in Granbury. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Granbury

Berry Wealth Group

Granbury, Texas

Berry Wealth Group is a Granbury-based financial advisory firm founded in 1999 that serves multigenerational families and business owners. The firm provides financial planning, investment management, and wealth management services, including estate and retirement planning, with advisors holding the CLU credential. The team emphasizes straightforward, personalized guidance grounded in long-standing client relationships.

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Financial advisors in Granbury, Texas

Advisors serving Granbury specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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